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