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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
EA
401
Ellsworth Advisors
Ohio
$6.17M
PMG
402
ProVise Management Group
Florida
$6.17M
JPWM
403
Jamison Private Wealth Management
Georgia
$6.12M
DIA
404
Dean Investment Associates
Ohio
$6.12M
TPCW
405
TD Private Client Wealth
New York
$6.05M
PP
406
Prudential plc
United Kingdom
$6.03M
MIG
407
Mariner Investment Group
New York
$6.01M
Janus Henderson Group
408
Janus Henderson Group
United Kingdom
$5.99M
GWM
409
Geneos Wealth Management
Colorado
$5.94M
CL
410
Choreo LLC
Illinois
$5.94M
Jane Street
411
Jane Street
New York
$5.9M
ZBNA
412
Zions Bancorporation, National Association
Utah
$5.89M
AWM
413
AE Wealth Management
Kansas
$5.88M
FLI
414
Family Legacy Inc
South Carolina
$5.87M
SM
415
Sciencast Management
New Jersey
$5.86M
MC
416
Moors & Cabot
Massachusetts
$5.8M
SBWIC
417
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.79M
ASN
418
Advisory Services Network
Georgia
$5.78M
BFA
419
Benedict Financial Advisors
Georgia
$5.77M
CGH
420
Crossmark Global Holdings
Texas
$5.75M
NC
421
NewSquare Capital
Pennsylvania
$5.75M
Millennium Management
422
Millennium Management
New York
$5.74M
KRS
423
Kentucky Retirement Systems
Kentucky
$5.73M
PCA
424
Providence Capital Advisors
North Carolina
$5.7M
QWM
425
Quadcap Wealth Management
Texas
$5.68M