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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
PAM
501
Pegasus Asset Management
New York
$4.55M
TMAM
502
Tokio Marine Asset Management
Japan
$4.55M
CFC
503
Cincinnati Financial Corp
Ohio
$4.55M
TCWA
504
Turtle Creek Wealth Advisors
Texas
$4.53M
MSRPS
505
Maryland State Retirement & Pension System
Maryland
$4.53M
PA
506
Profund Advisors
Maryland
$4.52M
MA
507
MONECO Advisors
Connecticut
$4.51M
MOS
508
MGO One Seven
Ohio
$4.51M
BCV
509
Banque Cantonale Vaudoise
Switzerland
$4.47M
CSP
510
Cary Street Partners
Virginia
$4.47M
SPC
511
Sigma Planning Corp
Michigan
$4.47M
SCM
512
Sterling Capital Management
North Carolina
$4.46M
FWP
513
FAS Wealth Partners
Kansas
$4.45M
CC
514
Constitution Capital
Connecticut
$4.39M
SSWG
515
Seven Springs Wealth Group
Tennessee
$4.37M
BFA
516
Bragg Financial Advisors
North Carolina
$4.34M
FBT
517
First Bank & Trust
South Dakota
$4.33M
BTI
518
Blue Trust Inc
Georgia
$4.28M
HWAM
519
Hennion & Walsh Asset Management
New Jersey
$4.27M
GS
520
GWN Securities
Florida
$4.26M
TCOT
521
Trust Company of Toledo
Ohio
$4.23M
RC
522
Resolution Capital
Australia
$4.22M
NMERB
523
New Mexico Educational Retirement Board
New Mexico
$4.21M
LIM
524
Leavell Investment Management
Alabama
$4.2M
AWM
525
Axxcess Wealth Management
California
$4.17M