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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
P
201
&Partners
Tennessee
$22.5M
II
202
IFM Investors
Australia
$22.4M
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$22.2M
Calamos Advisors
204
Calamos Advisors
Illinois
$22.1M
OAM
205
Oppenheimer Asset Management
New York
$22M
Royal London Asset Management
206
Royal London Asset Management
United Kingdom
$21.9M
IMPI
207
Ilmarinen Mutual Pension Insurance
Finland
$21.7M
IGAM
208
iA Global Asset Management
Quebec, Canada
$21.4M
NAM
209
NorthCrest Asset Manangement
Minnesota
$21.3M
CF
210
Clarity Financial
Texas
$21.3M
KAS
211
Kestra Advisory Services
Texas
$21.2M
SAM
212
Silvercrest Asset Management
New York
$20.7M
Retirement Systems of Alabama
213
Retirement Systems of Alabama
Alabama
$20.5M
WB
214
WesBanco Bank
West Virginia
$20M
BCI
215
Brinker Capital Investments
Pennsylvania
$19.9M
Citadel Advisors
216
Citadel Advisors
Florida
$19.9M
WIC
217
Willis Investment Counsel
Georgia
$19.8M
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$19.7M
WorldQuant Millennium Advisors
219
WorldQuant Millennium Advisors
New York
$19.3M
BC
220
Bruce & Co
Illinois
$19.3M
SCM
221
SIR Capital Management
New York
$19.2M
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$19M
WIC
223
Woodmont Investment Counsel
Tennessee
$18.9M
DILIC
224
Dai-ichi Life Insurance Company
Japan
$18.8M
AB
225
Amalgamated Bank
New York
$18.7M