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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
MDCM
476
Morgan Dempsey Capital Management
Wisconsin
$4.88M
FTC
477
Farmers Trust Company
Ohio
$4.87M
LFAS
478
Level Four Advisory Services
Texas
$4.87M
RP
479
Rice Partnership
Hawaii
$4.86M
WA
480
Wasatch Advisors
Utah
$4.85M
SAM
481
Synergy Asset Management
Washington
$4.84M
AWA
482
Arkadios Wealth Advisors
Georgia
$4.84M
UBP
483
Union Bancaire Privee
Switzerland
$4.83M
HVIA
484
Hudson Valley Investment Advisors
New York
$4.82M
SP
485
Stablepoint Partners
Massachusetts
$4.81M
MCM
486
MAI Capital Management
Ohio
$4.81M
NPT
487
Nixon Peabody Trust
Massachusetts
$4.78M
PGFC
488
Peapack-Gladstone Financial Corp
New Jersey
$4.74M
ISB
489
Iowa State Bank
Iowa
$4.73M
LFM
490
LGT Fund Management
Liechtenstein
$4.68M
LSERS
491
Louisiana State Employees Retirement System
Louisiana
$4.65M
EH
492
Equitable Holdings
New York
$4.64M
GH
493
GAM Holding
Switzerland
$4.64M
AMIM
494
Aull & Monroe Investment Management
Alabama
$4.64M
VWMG
495
Virginia Wealth Management Group
Virginia
$4.63M
CCM
496
Cinctive Capital Management
New York
$4.63M
HIC
497
Holderness Investments Company
North Carolina
$4.63M
BPA
498
Beacon Pointe Advisors
California
$4.62M
AUB
499
Atlantic Union Bankshares
Virginia
$4.62M
MCB
500
Morton Community Bank
Illinois
$4.58M