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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
LW
301
Linscomb Wealth
Texas
$10.8M
JCM
302
Janney Capital Management
Pennsylvania
$10.5M
PAG
303
Private Advisor Group
New Jersey
$10.5M
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$10.4M
VIM
305
Vinva Investment Management
Australia
$10.4M
AIMC
306
Alley Investment Management Company
Illinois
$10.2M
JWCA
307
J.W. Cole Advisors
Florida
$10.2M
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
$10.1M
Rafferty Asset Management
309
Rafferty Asset Management
New York
$10M
TA
310
Tectonic Advisors
Texas
$10M
MGP
311
Metis Global Partners
California
$9.88M
MOACM
312
Mutual of America Capital Management
New York
$9.79M
HWM
313
HB Wealth Management
Georgia
$9.78M
TF
314
Tompkins Financial
New York
$9.76M
IIM
315
Intact Investment Management
Quebec, Canada
$9.7M
AIM
316
Anchor Investment Management
South Carolina
$9.7M
CIAS
317
Capital Investment Advisory Services
North Carolina
$9.63M
GT
318
Glenmede Trust
Pennsylvania
$9.5M
RBC
319
Romano Brothers & Co
Illinois
$9.47M
Loomis, Sayles & Company
320
Loomis, Sayles & Company
Massachusetts
$9.43M
BEI
321
Benjamin Edwards Inc
Missouri
$9.36M
AMG
322
Advisors Management Group
Wisconsin
$9.18M
TBA
323
Tower Bridge Advisors
Pennsylvania
$9.15M
BB
324
Bell Bank
North Dakota
$9.09M
SLAM
325
Swiss Life Asset Management
$9.07M