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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 increasing their positions, 824 reducing their positions, and 145 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$621M
Puts
$353M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
2501
Corundum Trust Company
South Dakota
PG
2502
Proffitt & Goodson
Tennessee
ITFISA
2503
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2504
Delos Wealth Advisors
Texas
HHGA
2505
Halbert Hargrove Global Advisors
California
MAM
2506
MMA Asset Management
Pennsylvania
MAM
2507
Marquette Asset Management
Minnesota
AAG
2508
Accordant Advisory Group
Maryland
MSWA
2509
Marshall & Sterling Wealth Advisors
New York
CCM
2510
Cloud Capital Management
Washington
PAM
2511
Palisade Asset Management
Minnesota
BDPWM
2512
Barnes Dennig Private Wealth Management
Ohio
GLF
2513
Groupe la Francaise
France
NC
2514
North Capital
Utah
EAM
2515
Eukles Asset Management
Ohio
APM
2516
Advanced Portfolio Management
New York
CAM
2517
Clarity Asset Management
Iowa
AT
2518
Avalon Trust
New Mexico
TCA
2519
Trifecta Capital Advisors
Illinois
HC
2520
Hurley Capital
New York
BMC
2521
Bear Mountain Capital
Washington
BIM
2522
Breakwater Investment Management
Washington
MCFP
2523
Mallini Complete Financial Planning
Florida
LOAME
2524
Lombard Odier Asset Management (Europe)
United Kingdom