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Duke Energy

2,285 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,018 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $62.7B → $65.8B (+$3.12B)

0.01% less ownership

Funds ownership: 68.36%68.35% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$112M
2 -$84.1M
3 -$83.5M
4
Cohen & Steers
Cohen & Steers
New York
-$80.7M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Great Lakes Advisors
Illinois
$103M
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$102M
Stifel Financial
78
Stifel Financial
Missouri
$101M
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$100M
CI
80
Cincinnati Insurance
Ohio
$98.4M
HighTower Advisors
81
HighTower Advisors
Illinois
$96.7M
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$93.3M
APG Asset Management
83
APG Asset Management
Netherlands
$91.9M
CCMG
84
Clark Capital Management Group
Pennsylvania
$90.7M
Truist Financial
85
Truist Financial
North Carolina
$89.5M
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$89.3M
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$87.5M
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$87.5M
AP
89
Antipodes Partners
Australia
$86.3M
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$82.7M
Nordea Investment Management
91
Nordea Investment Management
Sweden
$81.4M
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$80.3M
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$79.1M
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$79M
Korea Investment Corp
95
Korea Investment Corp
South Korea
$78M
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$76.8M
BCWM
97
Bartlett & Co Wealth Management
Ohio
$72.8M
Baird Financial Group
98
Baird Financial Group
Wisconsin
$72.3M
Victory Capital Management
99
Victory Capital Management
Texas
$72M
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$71.8M