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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 1,006 increasing their positions, 824 reducing their positions, and 145 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
LFAS
476
Level Four Advisory Services
Texas
$4.87M
RP
477
Rice Partnership
Hawaii
$4.86M
WA
478
Wasatch Advisors
Utah
$4.85M
SAM
479
Synergy Asset Management
Washington
$4.84M
AWA
480
Arkadios Wealth Advisors
Georgia
$4.84M
UBP
481
Union Bancaire Privee
Switzerland
$4.83M
HVIA
482
Hudson Valley Investment Advisors
New York
$4.82M
SP
483
Stablepoint Partners
Massachusetts
$4.81M
MCM
484
MAI Capital Management
Ohio
$4.81M
NPT
485
Nixon Peabody Trust
Massachusetts
$4.78M
PGFC
486
Peapack-Gladstone Financial Corp
New Jersey
$4.74M
ISB
487
Iowa State Bank
Iowa
$4.73M
LFM
488
LGT Fund Management
Liechtenstein
$4.68M
LSERS
489
Louisiana State Employees Retirement System
Louisiana
$4.65M
EH
490
Equitable Holdings
New York
$4.64M
GH
491
GAM Holding
Switzerland
$4.64M
AMIM
492
Aull & Monroe Investment Management
Alabama
$4.64M
VWMG
493
Virginia Wealth Management Group
Virginia
$4.63M
CCM
494
Cinctive Capital Management
New York
$4.63M
HIC
495
Holderness Investments Company
North Carolina
$4.63M
BPA
496
Beacon Pointe Advisors
California
$4.62M
AUB
497
Atlantic Union Bankshares
Virginia
$4.62M
MCB
498
Morton Community Bank
Illinois
$4.58M
VF
499
Vest Financial
Virginia
$4.58M
A
500
AlphaQuest
New York
$4.58M