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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
UAS
276
United Asset Strategies
New York
$12.8M
FNBT
277
FineMark National Bank & Trust
Florida
$12.6M
CFIA
278
Cantor Fitzgerald Investment Advisors
New York
$12.5M
NYLIM
279
New York Life Investment Management
New York
$12.5M
NIM
280
NEOS Investment Management
Connecticut
$12.5M
YCM
281
Yousif Capital Management
Michigan
$12.4M
WA
282
Waverly Advisors
Alabama
$12.4M
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$12.3M
JFG
284
Jefferies Financial Group
New York
$12.3M
CIA
285
CCM Investment Advisers
South Carolina
$12.2M
RIM
286
Rakuten Investment Management
Japan
$12M
ACG
287
Aventail Capital Group
New York
$12M
IGAM
288
iA Global Asset Management
Quebec, Canada
$11.9M
BWL
289
Bogart Wealth LLC
Virginia
$11.9M
GFG
290
Greystone Financial Group
Michigan
$11.8M
LBC
291
Lowe Brockenbrough & Co
Virginia
$11.7M
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$11.6M
NAM
293
Nissay Asset Management
Japan
$11.5M
FCBT
294
First Citizens Bank & Trust
North Carolina
$11.5M
SFG
295
SageGuard Financial Group
Tennessee
$11.4M
HAI
296
Hennessy Advisors Inc
California
$11.3M
BIA
297
Biondo Investment Advisors
Pennsylvania
$11M
OHIS
298
Oak Harvest Investment Services
Texas
$10.9M
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
$10.8M
William Blair & Company
300
William Blair & Company
Illinois
$10.8M