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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
KeyBank National Association
126
KeyBank National Association
Ohio
$45.9M
TD Asset Management
127
TD Asset Management
Ontario, Canada
$44.2M
Creative Planning
128
Creative Planning
Kansas
$44.2M
Cerity Partners
129
Cerity Partners
New York
$44M
US Bancorp
130
US Bancorp
Minnesota
$44M
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$43.3M
M&T Bank
132
M&T Bank
New York
$42.9M
ETC
133
Exchange Traded Concepts
Oklahoma
$42.8M
Corient Private Wealth
134
Corient Private Wealth
Florida
$41.1M
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$40.8M
HWA
136
Heritage Wealth Advisors
Virginia
$40.1M
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$40.1M
CIC
138
Crawford Investment Counsel
Georgia
$39.8M
SI
139
Stephens Inc
Arkansas
$39.7M
RAM
140
Resona Asset Management
Japan
$39.7M
GF
141
Gabelli Funds
New York
$39.1M
GC
142
Guggenheim Capital
Illinois
$38.7M
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$38.7M
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.7M
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$38.1M
Robeco Institutional Asset Management
146
Robeco Institutional Asset Management
Netherlands
$37.8M
Point72 Asset Management
147
Point72 Asset Management
Connecticut
$37.6M
LOAME
148
Lombard Odier Asset Management (Europe)
United Kingdom
$37.6M
MAM
149
Magellan Asset Management
Australia
$37.1M
ZIG
150
Zurich Insurance Group
Switzerland
$36.5M