Duke Energy

DUK • NYSE

Duke Energy is a regulated electric company in the utilities sector on NYSE, led by Harry K. Sideris, with a market cap of $89.7B. As of Q3 2025, 68% of shares are held by 2,268 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.81%.

President and Chief Executive OfficerHarry K. Sideris

Market Cap$89.7B

Regulated Electric

Utilities

Employees27.0K

Websiteduke-energy.com

Country

United States of America

Overview

Overview of institutional ownership in DUK as of Q3 2025 with a market cap of $96.2B

All Institutions

Institutions: 2,268
Value Held: $65.8B
Shares Held: 531.5M
Avg Position: $29.0M
Median Position: $819.5K

Hedge Funds

Hedge Funds: 77
Value Held: $790.5M
Shares Held: 6.4M
Avg Position: $10.3M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

67.52%

$65.0B

Hedge Funds

0.821%

$790.5M

Retail & Other

31.66%

$30.5B

Based on market cap of $96.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in DUK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$9.4B 0.14% of portfolio	9.81% 76.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$8.3B 0.15% of portfolio	8.65% 67.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$5.2B 0.18% of portfolio	5.43% 42.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.4B 0.15% of portfolio	2.45% 19.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$2.1B 0.65% of portfolio	2.17% 16.9M shares	≤ Q2 2013 Held for 12y 5m+	$322.72B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$1.6B 0.28% of portfolio	1.68% 13.0M shares	≤ Q2 2013 Held for 12y 5m+	$571.21B
FMR LLC Institution	-	$1.6B 0.08% of portfolio	1.66% 12.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.5B 0.09% of portfolio	1.60% 12.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GQG Partners LLC Long Only Manager	Timothy Jacob Carver CEO	$1.3B 1.96% of portfolio	1.33% 10.3M shares	Q1 2024 Held for 1y 8m	$65.1B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$1.1B 0.18% of portfolio	1.14% 8.9M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B

Net Capital Flow

Institutional buying and selling activity for DUK in Q3 2025

Traded: +$302.7M
Buyers: 1,195
Sellers: 825
Total Bought: +$2.2B
Total Sold: −$1.9B
Avg Position: $27.9M

Biggest Buyers

Institution	Net Bought	Current Position
O OMERS ADMINISTRATION Corp Institution	+$110.5M +892.7K shares	$292.7M 2.4M shares
Q Qube Research & Technologies Ltd Institution	+$99.6M +805.0K shares	$126.0M 1.0M shares
N Nuveen, LLC Institution	+$98.3M +794.4K shares	$757.6M 6.1M shares
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	+$86.3M +697.4K shares	$86.3M 697.4K shares
A Assenagon Asset Management S.A. Institution	+$83.6M +675.8K shares	$102.3M 826.3K shares
JPMORGAN CHASE & CO Institution	+$78.4M +633.6K shares	$509.3M 4.1M shares
STATE STREET CORP Institution	+$74.5M +602.3K shares	$5.2B 42.3M shares
VANGUARD GROUP INC Institution	+$72.3M +584.4K shares	$9.4B 76.3M shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	+$57.6M +465.8K shares	$151.8M 1.2M shares
B BlackRock, Inc. Institution	+$52.5M +424.6K shares	$8.3B 67.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
N Neuberger Berman Group LLC Institution	−$111.6M −902.0K shares	$107.6M 869.9K shares
BARCLAYS PLC Institution	−$84.1M −679.5K shares	$290.2M 2.3M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$83.5M −674.6K shares	$37.6M 303.7K shares
COHEN & STEERS INC Institution	−$80.7M −652.3K shares	$115.5M 933.6K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$74.3M −600.3K shares	$537.3M 4.3M shares
Soroban Capital Partners LLC Hedge Fund•Long/Short	−$67.3M −570.5K shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$65.8M −557.6K shares	Sold Off 0 shares
GQG Partners LLC Long Only Manager	−$65.5M −529.4K shares	$1.3B 10.3M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$65.0M −525.1K shares	$201.9M 1.6M shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	−$60.1M −485.7K shares	$304.5M 2.5M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DUK in Q3 2025

New Positions: 65
New Value: $112.3M
Exited Positions: 88
Exited Value: $254.5M

New Positions

Institution	Position Value
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	$86.3M 697.4K shares
Northside Capital Management, LLC RIA/Wealth	$8.4M 68.2K shares
Moran Wealth Management, LLC RIA/Wealth	$3.1M 25.4K shares
T TEMA ETFS LLC Institution	$1.6M 13.2K shares
A Applied Finance Capital Management, LLC Long Only Manager	$1.0M 8.5K shares
Huber Capital Management LLC Long Only Manager	$1.0M 8.2K shares
C CROBAN Institution	$968.6K 7.8K shares
Blackstone Group L.P. Institution	$936.0K 7.6K shares
TruWealth Advisors, LLC RIA/Wealth	$591.9K 4.8K shares
Indie Asset Partners, LLC RIA/Wealth	$472.6K 3.8K shares

Exited Positions

Institution	Previous Position
Soroban Capital Partners LLC Hedge Fund•Long/Short	$67.3M 570.5K shares
Marshall Wace LLP Institution	$65.8M 557.6K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$22.1M 187.2K shares
LINDEN ADVISORS LP Hedge Fund•Multi-Strategy	$19.0M 161.1K shares
UBS OCONNOR LLC Long Only Manager	$17.0M 144.0K shares
Sone Capital Management, LLC Hedge Fund•Multi-Strategy	$7.2M 60.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.4M 54.5K shares
G GF FUND MANAGEMENT CO. LTD. Institution	$6.4M 54.4K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$6.1M 51.6K shares
A AXA Institution	$5.0M 42.2K shares

Options Activity

Institutions with the largest Call and Put options positions in DUK as of Q3 2025

Call Positions: 46
Call Value: $690.5M
Put Positions: 34
Put Value: $410.9M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$164.1M 13.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$112.7M 9.1K contracts
J JANE STREET GROUP, LLC Institution	$82.4M 6.7K contracts
UBS Group AG Institution	$65.7M 5.3K contracts
Walleye Trading LLC RIA/Wealth	$29.8M 2.4K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$28.9M 2.3K contracts
W WOLVERINE TRADING, LLC Institution	$16.3M 1.3K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$16.1M 1.3K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$14.4M 1.2K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$13.1M 1.1K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$149.1M 12.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$41.7M 3.4K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$26.2M 2.1K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$25.6M 2.1K contracts
CITIGROUP INC Institution	$24.4M 2.0K contracts
UBS Group AG Institution	$19.0M 1.5K contracts
W WOLVERINE TRADING, LLC Institution	$13.7M 1.1K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$13.0M 1.1K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$11.1M 900.0 contracts
J JANE STREET GROUP, LLC Institution	$9.3M 748.0 contracts

Most Committed Institutions

Institutions with DUK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R Reliant Investment Partners, LLC RIA/Wealth	Robert Jay Wagler Member	6.14% $7.8M	0.01% 63.4K shares	Q4 2024 Held for 11 months	$127.6M
Bruce & Co., Inc. Long Only Manager	Robert Jeffrey Bruce President	5.97% $19.3M	0.02% 155.8K shares	Q3 2014 Held for 11y 2m	$322.9M
C CINCINNATI CASUALTY CO Institution	-	4.17% $8.2M	0.01% 66.3K shares	≤ Q2 2013 Held for 12y 5m+	$196.7M
C Canal Insurance CO Institution	-	4.17% $18.6M	0.02% 150.2K shares	≤ Q2 2013 Held for 12y 5m+	$445.8M
Boyer & Corporon Wealth Management, LLC RIA/Wealth	Eric Charles Clark CEO	4.06% $13.6M	0.01% 109.5K shares	Q4 2024 Held for 11 months	$334.0M
LIBERTY ONE INVESTMENT MANAGEMENT, LLC RIA/Wealth	Roch Richard Tranel CEO	3.63% $64.6M	0.07% 522.1K shares	Q4 2019 Held for 5y 11m	$1.8B
C CAPITAL & PLANNING, LLC Institution	-	3.59% $5.8M	0.01% 47.0K shares	Q4 2024 Held for 11 months	$161.9M
Eliot Finkel Investment Counsel, LLC RIA/Wealth	Eliot Michelow Finkel Managing Partner	3.57% $5.9M	0.01% 48.0K shares	Q1 2017 Held for 8y 8m	$166.4M
Andrew Hill Investment Advisors, Inc. RIA/Wealth	Andrew D.W. Hill President	3.53% $4.5M	0.00% 36.7K shares	Q2 2024 Held for 1y 5m	$128.5M
Oak Grove Capital LLC RIA/Wealth	Mark George Visnic Managing Partner	3.07% $14.2M	0.01% 114.8K shares	Q2 2024 Held for 1y 5m	$462.0M

Hedge Fund Spotlight

Discover hedge funds investing in DUK

JONES ROAD CAPITAL MANAGEMENT, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerAaron Nmn Wertentheil

Portfolio Value: $45.7M
Positions: 11
Last Reported: Q3 2025

Sector Allocation

Position in Duke Energy

Market Value: $222.8K
Shares Held: 1.8K
Portfolio Weight: 0.49%
Owned Since: 2025-Q3

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