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Duke Energy
DUK

2,333 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,048 increasing their positions, 759 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

71% more call options, than puts

Call options by funds: $745M | Put options by funds: $435M

38% more repeat investments, than reductions

Existing positions increased: 1,048 | Existing positions reduced: 759

3% more funds holding

Funds holding: 2,276 → 2,333 (+57)

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.45% → 68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

Holders
2,333
Holders Change
+57
Holders Change %
+2.5%
% of All Funds
30.62%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
177
Increased
1,048
Reduced
759
Closed
86
Calls
$745M
Puts
$435M
Net Calls
+$310M
Net Calls Change
+$69.1M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$108M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97.7M
3
N
Nuveen
North Carolina
+$96.4M
4
AP
Antipodes Partners
Australia
+$84.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$82M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$109M
2
Barclays
Barclays
United Kingdom
-$82.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.44B +$70.9M +584,382 +0.8%
BlackRock
2
BlackRock
New York
$8.32B +$51.5M +424,625 +0.6%
State Street
3
State Street
Massachusetts
$5.23B +$73.1M +602,300 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.36B +$45.8M +377,811 +2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.09B -$37M -305,238 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.61B -$23.2M -191,390 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.6B -$53.2M -438,566 -3%
Morgan Stanley
8
Morgan Stanley
New York
$1.54B +$22.5M +185,106 +2%
GQG Partners
9
GQG Partners
Florida
$1.28B -$64.2M -529,392 -5%
Charles Schwab
10
Charles Schwab
California
$1.1B +$22M +181,602 +2%
Bank of America
11
Bank of America
North Carolina
$1.05B +$40.5M +334,056 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.03B -$3.53M -29,102 -0.3%
Northern Trust
13
Northern Trust
Illinois
$960M +$3.85M +31,703 +0.4%
Franklin Resources
14
Franklin Resources
California
$901M +$35M +288,499 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$784M -$344K -2,832 -0%
N
16
Nuveen
North Carolina
$758M +$96.4M +794,444 +15%
Raymond James Financial
17
Raymond James Financial
Florida
$658M -$1.59M -13,078 -0.2%
Goldman Sachs
18
Goldman Sachs
New York
$651M +$46.5M +383,038 +8%
Capital Research Global Investors
19
Capital Research Global Investors
California
$623M +$1.55M +12,758 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$603M +$2.07M +17,037 +0.4%
Invesco
21
Invesco
Georgia
$554M -$22.2M -183,016 -4%
UBS AM
22
UBS AM
Illinois
$537M -$72.9M -600,348 -12%
JP Morgan Chase
23
JP Morgan Chase
New York
$509M +$76.9M +633,581 +18%
Wells Fargo
24
Wells Fargo
California
$451M +$6.47M +53,311 +1%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$442M – – –
1
2 3 4 5

DUK Hedge Fund Activity: Q3 2025 in Review

2,333 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2025, worth a combined $65.9B — up 4.3% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DUK positions and 86 closed out — a net gain of 91 holders — while 1,048 added to existing stakes and 759 trimmed.

The largest buyer was OMERS Administration Corp, adding an estimated $108M. The largest seller was Neuberger Berman Group, cutting an estimated $109M.

  • 2,333 institutional investors held Duke Energy (DUK) as of Q3 2025, up from 2,276 in Q2 2025.
  • Funds reported $65.9B of Duke Energy stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 177 funds opened new Duke Energy positions in Q3 2025 and 86 closed out, a net change of +91 holders.
  • The largest Duke Energy buyer in Q3 2025 was OMERS Administration Corp, an estimated $108M added.
  • The largest Duke Energy seller in Q3 2025 was Neuberger Berman Group, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.