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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
BL
276
BCWM LLC
Kansas
$13.1M
UAS
277
United Asset Strategies
New York
$12.8M
FNBT
278
FineMark National Bank & Trust
Florida
$12.6M
CFIA
279
Cantor Fitzgerald Investment Advisors
New York
$12.5M
NYLIM
280
New York Life Investment Management
New York
$12.5M
NIM
281
NEOS Investment Management
Connecticut
$12.5M
YCM
282
Yousif Capital Management
Michigan
$12.4M
WA
283
Waverly Advisors
Alabama
$12.4M
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$12.3M
JFG
285
Jefferies Financial Group
New York
$12.3M
CIA
286
CCM Investment Advisers
South Carolina
$12.2M
RIM
287
Rakuten Investment Management
Japan
$12M
ACG
288
Aventail Capital Group
New York
$12M
IGAM
289
iA Global Asset Management
Quebec, Canada
$11.9M
BWL
290
Bogart Wealth LLC
Virginia
$11.9M
GFG
291
Greystone Financial Group
Michigan
$11.8M
LBC
292
Lowe Brockenbrough & Co
Virginia
$11.7M
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$11.6M
NAM
294
Nissay Asset Management
Japan
$11.5M
FCBT
295
First Citizens Bank & Trust
North Carolina
$11.5M
SFG
296
SageGuard Financial Group
Tennessee
$11.4M
HAI
297
Hennessy Advisors Inc
California
$11.3M
BIA
298
Biondo Investment Advisors
Pennsylvania
$11M
OHIS
299
Oak Harvest Investment Services
Texas
$10.9M
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
$10.8M