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