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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
HIMCH
451
Hartford Investment Management Co (HIMCO)
Connecticut
$5.27M
IA
452
IFP Advisors
Florida
$5.27M
ACM
453
AlphaStar Capital Management
North Carolina
$5.23M
OIA
454
OneDigital Investment Advisors
Kansas
$5.23M
KF
455
KKM Financial
Illinois
$5.23M
SAM
456
Strategy Asset Managers
California
$5.23M
AWM
457
Apollon Wealth Management
South Carolina
$5.22M
Nisa Investment Advisors
458
Nisa Investment Advisors
Missouri
$5.19M
AIM
459
Ausbil Investment Management
Australia
$5.18M
SIG
460
Sky Investment Group
Connecticut
$5.17M
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$5.11M
OL
462
one8zero8 LLC
North Carolina
$5.09M
1832 Asset Management
463
1832 Asset Management
Ontario, Canada
$5.04M
EF
464
Empowered Funds
Pennsylvania
$5.03M
VT
465
Vise Technologies
New York
$5.02M
TCM
466
Tufton Capital Management
Maryland
$5M
SCM
467
Schnieders Capital Management
California
$4.96M
IA
468
IFG Advisory
Georgia
$4.95M
HCMT
469
Highland Capital Management (Tennessee)
Tennessee
$4.91M
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$4.88M
PWP
471
Principle Wealth Partners
Connecticut
$4.88M
OAM
472
Occidental Asset Management
California
$4.88M
MDCM
473
Morgan Dempsey Capital Management
Wisconsin
$4.88M
FTC
474
Farmers Trust Company
Ohio
$4.87M
LFAS
475
Level Four Advisory Services
Texas
$4.87M