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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
VF
501
Vest Financial
Virginia
$4.58M
A
502
AlphaQuest
New York
$4.58M
GIBU
503
Gulf International Bank (UK)
United Kingdom
$4.57M
PAM
504
Pegasus Asset Management
New York
$4.55M
TMAM
505
Tokio Marine Asset Management
Japan
$4.55M
CFC
506
Cincinnati Financial Corp
Ohio
$4.55M
TCWA
507
Turtle Creek Wealth Advisors
Texas
$4.53M
MSRPS
508
Maryland State Retirement & Pension System
Maryland
$4.53M
PA
509
Profund Advisors
Maryland
$4.52M
MA
510
MONECO Advisors
Connecticut
$4.51M
MOS
511
MGO One Seven
Ohio
$4.51M
BCV
512
Banque Cantonale Vaudoise
Switzerland
$4.47M
CSP
513
Cary Street Partners
Virginia
$4.47M
SPC
514
Sigma Planning Corp
Michigan
$4.47M
SCM
515
Sterling Capital Management
North Carolina
$4.46M
FWP
516
FAS Wealth Partners
Kansas
$4.45M
BFG
517
Beacon Financial Group
Texas
$4.41M
CC
518
Constitution Capital
Connecticut
$4.39M
SSWG
519
Seven Springs Wealth Group
Tennessee
$4.37M
BFA
520
Bragg Financial Advisors
North Carolina
$4.34M
FBT
521
First Bank & Trust
South Dakota
$4.33M
BTI
522
Blue Trust Inc
Georgia
$4.28M
HWAM
523
Hennion & Walsh Asset Management
New Jersey
$4.27M
GS
524
GWN Securities
Florida
$4.26M
TCOT
525
Trust Company of Toledo
Ohio
$4.23M