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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
GCM
451
Greenland Capital Management
New York
$5.32M
BNP Paribas Asset Management
452
BNP Paribas Asset Management
France
$5.31M
HIMCH
453
Hartford Investment Management Co (HIMCO)
Connecticut
$5.27M
IA
454
IFP Advisors
Florida
$5.27M
ACM
455
AlphaStar Capital Management
North Carolina
$5.23M
OIA
456
OneDigital Investment Advisors
Kansas
$5.23M
KF
457
KKM Financial
Illinois
$5.23M
SAM
458
Strategy Asset Managers
California
$5.23M
AWM
459
Apollon Wealth Management
South Carolina
$5.22M
Nisa Investment Advisors
460
Nisa Investment Advisors
Missouri
$5.19M
AIM
461
Ausbil Investment Management
Australia
$5.18M
SIG
462
Sky Investment Group
Connecticut
$5.17M
JHCP
463
Jackson Hole Capital Partners
Oklahoma
$5.11M
OL
464
one8zero8 LLC
North Carolina
$5.09M
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$5.04M
EF
466
Empowered Funds
Pennsylvania
$5.03M
VT
467
Vise Technologies
New York
$5.02M
WIA
468
World Investment Advisors
California
$5M
TCM
469
Tufton Capital Management
Maryland
$5M
SCM
470
Schnieders Capital Management
California
$4.96M
IA
471
IFG Advisory
Georgia
$4.95M
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$4.91M
GWMIA
473
Global Wealth Management Investment Advisory
Florida
$4.88M
PWP
474
Principle Wealth Partners
Connecticut
$4.88M
OAM
475
Occidental Asset Management
California
$4.88M