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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$619M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bruce & Co
Illinois
$18.3M
WIC
227
Woodmont Investment Counsel
Tennessee
$18.2M
Credit Agricole
228
Credit Agricole
France
$18.1M
Wealthfront Advisers
229
Wealthfront Advisers
California
$18M
LWANC
230
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M
QCM
231
QRG Capital Management
Illinois
$17.7M
CIC
232
Canal Insurance Company
South Carolina
$17.6M
ADEF
233
Adams Diversified Equity Fund
Maryland
$17.6M
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$17.3M
AWAG
235
ARS Wealth Advisors Group
Florida
$17.1M
ProShare Advisors
236
ProShare Advisors
Maryland
$17.1M
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$17.1M
AB
238
Amalgamated Bank
New York
$16.9M
MAM
239
Martingale Asset Management
Massachusetts
$16.6M
OC
240
Oppenheimer & Co
New York
$16.4M
DILIC
241
Dai-ichi Life Insurance Company
Japan
$16.4M
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$16.2M
IAA
243
Independent Advisor Alliance
North Carolina
$16.1M
Two Sigma Investments
244
Two Sigma Investments
New York
$16.1M
Fayez Sarofim & Co
245
Fayez Sarofim & Co
Texas
$16.1M
CTA
246
Colonial Trust Advisors
South Carolina
$16.1M
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$16M
Hudson Bay Capital Management
248
Hudson Bay Capital Management
Connecticut
$16M
MT
249
Midwest Trust
Kansas
$15.8M
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$15.8M