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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
BAMF
426
BI Asset Management Fondsmaeglerselskab
Denmark
$5.66M
CG
427
Caprock Group
Idaho
$5.64M
SFA
428
Sequoia Financial Advisors
Ohio
$5.62M
Lazard Asset Management
429
Lazard Asset Management
New York
$5.61M
EFIC
430
Eliot Finkel Investment Counsel
California
$5.58M
PAIM
431
Punch & Associates Investment Management
Minnesota
$5.58M
EAM
432
Eventide Asset Management
Massachusetts
$5.51M
AAM
433
Advisors Asset Management
Colorado
$5.48M
PTC
434
Philadelphia Trust Company
Pennsylvania
$5.48M
CPIG
435
Chicago Partners Investment Group
Illinois
$5.46M
CIA
436
Covington Investment Advisors
Pennsylvania
$5.42M
AIMCA
437
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.42M
RCYC
438
Richard C. Young & Co
Rhode Island
$5.4M
SFG
439
SevenBridge Financial Group
Pennsylvania
$5.39M
JIC
440
Johnson Investment Counsel
Ohio
$5.39M
DWP
441
Daymark Wealth Partners
Ohio
$5.38M
TAM
442
Tocqueville Asset Management
New York
$5.35M
RRAM
443
River Road Asset Management
Kentucky
$5.35M
SC
444
SouthState Corp
Florida
$5.34M
CTC
445
Central Trust Company
Missouri
$5.34M
CA
446
Clearstead Advisors
Ohio
$5.32M
RIA
447
Regal Investment Advisors
Michigan
$5.32M
BRM
448
Boston Research & Management
Massachusetts
$5.32M
GCM
449
Greenland Capital Management
New York
$5.32M
BNP Paribas Asset Management
450
BNP Paribas Asset Management
France
$5.31M