We are live on ! Find out more
DUK icon

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
PCA
426
Providence Capital Advisors
North Carolina
$5.7M
QWM
427
Quadcap Wealth Management
Texas
$5.68M
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$5.66M
CG
429
Caprock Group
Idaho
$5.64M
SFA
430
Sequoia Financial Advisors
Ohio
$5.62M
Lazard Asset Management
431
Lazard Asset Management
New York
$5.61M
EFIC
432
Eliot Finkel Investment Counsel
California
$5.58M
PAIM
433
Punch & Associates Investment Management
Minnesota
$5.58M
EAM
434
Eventide Asset Management
Massachusetts
$5.51M
AAM
435
Advisors Asset Management
Colorado
$5.48M
PTC
436
Philadelphia Trust Company
Pennsylvania
$5.48M
CPIG
437
Chicago Partners Investment Group
Illinois
$5.46M
CIA
438
Covington Investment Advisors
Pennsylvania
$5.42M
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.42M
RCYC
440
Richard C. Young & Co
Rhode Island
$5.4M
SFG
441
SevenBridge Financial Group
Pennsylvania
$5.39M
JIC
442
Johnson Investment Counsel
Ohio
$5.39M
DWP
443
Daymark Wealth Partners
Ohio
$5.38M
TAM
444
Tocqueville Asset Management
New York
$5.35M
RRAM
445
River Road Asset Management
Kentucky
$5.35M
SC
446
SouthState Corp
Florida
$5.34M
CTC
447
Central Trust Company
Missouri
$5.34M
CA
448
Clearstead Advisors
Ohio
$5.32M
RIA
449
Regal Investment Advisors
Michigan
$5.32M
BRM
450
Boston Research & Management
Massachusetts
$5.32M