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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
ACM
101
Advisors Capital Management
New Jersey
$67.1M
LOIM
102
Liberty One Investment Management
Illinois
$64.6M
Osaic Holdings
103
Osaic Holdings
Arizona
$64.1M
ORIO
104
Old Republic International (ORI)
Illinois
$60.9M
Pictet Asset Management
105
Pictet Asset Management
Switzerland
$57.9M
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$57.7M
FWIA
107
Fort Washington Investment Advisors
Ohio
$56.7M
Prudential Financial
108
Prudential Financial
New Jersey
$56.6M
ZP
109
Zimmer Partners
New York
$56.5M
Canada Life
110
Canada Life
Manitoba, Canada
$56.3M
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$55.9M
SEI Investments
112
SEI Investments
Pennsylvania
$54.1M
Fidelity International
113
Fidelity International
Bermuda
$53.9M
BGIM
114
Brandywine Global Investment Management
Pennsylvania
$53.9M
BC
115
Brookfield Corp
Ontario, Canada
$52.3M
VDI
116
Vaughan David Investments
Illinois
$52M
YCM
117
Yaupon Capital Management
New York
$51.7M
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$51M
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$50.6M
EIP
120
Epoch Investment Partners
New York
$50.2M
MML Investors Services
121
MML Investors Services
Massachusetts
$49.7M
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$49.6M
Aberdeen Group
123
Aberdeen Group
United Kingdom
$48.4M
EIP
124
Energy Income Partners
Connecticut
$48.2M
Asset Management One
125
Asset Management One
Japan
$47.2M