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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
HEIP
351
Hudson Edge Investment Partners
New Jersey
$7.42M
WCM
352
Windward Capital Management
California
$7.42M
WF
353
Welch & Forbes
Massachusetts
$7.41M
UM
354
UniSuper Management
Australia
$7.4M
GRP
355
Global Retirement Partners
California
$7.36M
CIA
356
Concurrent Investment Advisors
Florida
$7.35M
FHC
357
First Horizon Corporation
Tennessee
$7.35M
RIP
358
Reliant Investment Partners
North Carolina
$7.32M
CPCPP
359
Canada Post Corporation Pension Plan
Canada
$7.31M
KWM
360
Kingsview Wealth Management
Oregon
$7.3M
CWP
361
Cyndeo Wealth Partners
Florida
$7.29M
Walleye Capital
362
Walleye Capital
New York
$7.28M
KFP
363
KMG Fiduciary Partners
Ohio
$7.27M
SC
364
Savant Capital
Illinois
$7.23M
SPG
365
Strategic Planning Group
Utah
$7.23M
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$7.11M
FPB
367
First PREMIER Bank
South Dakota
$7.1M
AI
368
Atria Investments
North Carolina
$7.09M
MSU
369
Mizuho Securities USA
New York
$7.02M
Lido Advisors
370
Lido Advisors
California
$7M
Vontobel Holding
371
Vontobel Holding
Switzerland
$6.98M
BIAS
372
Beacon Investment Advisory Services
New Jersey
$6.96M
AC
373
Allstate Corporation
Illinois
$6.93M
HI
374
Harbour Investments
Wisconsin
$6.92M
RWP
375
RWA Wealth Partners
Massachusetts
$6.91M