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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
RP
476
Rice Partnership
Hawaii
$4.86M
WA
477
Wasatch Advisors
Utah
$4.85M
SAM
478
Synergy Asset Management
Washington
$4.84M
AWA
479
Arkadios Wealth Advisors
Georgia
$4.84M
UBP
480
Union Bancaire Privee
Switzerland
$4.83M
HVIA
481
Hudson Valley Investment Advisors
New York
$4.82M
SP
482
Stablepoint Partners
Massachusetts
$4.81M
MCM
483
MAI Capital Management
Ohio
$4.81M
NPT
484
Nixon Peabody Trust
Massachusetts
$4.78M
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$4.74M
ISB
486
Iowa State Bank
Iowa
$4.73M
LFM
487
LGT Fund Management
Liechtenstein
$4.68M
LSERS
488
Louisiana State Employees Retirement System
Louisiana
$4.65M
EH
489
Equitable Holdings
New York
$4.64M
GH
490
GAM Holding
Switzerland
$4.64M
AMIM
491
Aull & Monroe Investment Management
Alabama
$4.64M
VWMG
492
Virginia Wealth Management Group
Virginia
$4.63M
CCM
493
Cinctive Capital Management
New York
$4.63M
HIC
494
Holderness Investments Company
North Carolina
$4.63M
BPA
495
Beacon Pointe Advisors
California
$4.62M
AUB
496
Atlantic Union Bankshares
Virginia
$4.62M
MCB
497
Morton Community Bank
Illinois
$4.58M
VF
498
Vest Financial
Virginia
$4.58M
A
499
AlphaQuest
New York
$4.58M
GIBU
500
Gulf International Bank (UK)
United Kingdom
$4.57M