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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 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
2,286
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
SO
176
STRS Ohio
Ohio
$27M
DC
177
Davenport & Co
Virginia
$26.9M
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.2M
SOMRS
179
State of Michigan Retirement System
Michigan
$26M
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$25.9M
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$25.8M
CA
182
CapWealth Advisors
Tennessee
$25.6M
ACA
183
Aptus Capital Advisors
Alabama
$25.6M
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$25.5M
Universal-Beteiligungs- und Servicegesellschaft
185
Universal-Beteiligungs- und Servicegesellschaft
Germany
$25.5M
FAF
186
Första AP-fonden
Sweden
$25.3M
GGI
187
Godsey & Gibb Inc
Virginia
$25.1M
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$24.6M
CNB
189
Czech National Bank
Czech Republic
$24.4M
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$24.2M
MIM
191
MetLife Investment Management
New Jersey
$23.9M
NA
192
NewEdge Advisors
Louisiana
$23.8M
SFM
193
Stack Financial Management
Montana
$23.8M
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$23.1M
UB
195
UMB Bank
Missouri
$22.9M
Millennium Management
196
Millennium Management
New York
$22.8M
SPIA
197
Steward Partners Investment Advisory
New York
$22.7M
BF
198
BOK Financial
Oklahoma
$22.6M
Bank Julius Baer & Co
199
Bank Julius Baer & Co
Switzerland
$22.5M
Credit Agricole
200
Credit Agricole
France
$22.5M