DUK icon

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
GIBU
501
Gulf International Bank (UK)
United Kingdom
$4.57M
PAM
502
Pegasus Asset Management
New York
$4.55M
TMAM
503
Tokio Marine Asset Management
Japan
$4.55M
CFC
504
Cincinnati Financial Corp
Ohio
$4.55M
TCWA
505
Turtle Creek Wealth Advisors
Texas
$4.53M
MSRPS
506
Maryland State Retirement & Pension System
Maryland
$4.53M
PA
507
Profund Advisors
Maryland
$4.52M
MA
508
MONECO Advisors
Connecticut
$4.51M
MOS
509
MGO One Seven
Ohio
$4.51M
BCV
510
Banque Cantonale Vaudoise
Switzerland
$4.47M
CSP
511
Cary Street Partners
Virginia
$4.47M
SPC
512
Sigma Planning Corp
Michigan
$4.47M
SCM
513
Sterling Capital Management
North Carolina
$4.46M
FWP
514
FAS Wealth Partners
Kansas
$4.45M
BFG
515
Beacon Financial Group
Texas
$4.41M
CC
516
Constitution Capital
Connecticut
$4.39M
SSWG
517
Seven Springs Wealth Group
Tennessee
$4.37M
BFA
518
Bragg Financial Advisors
North Carolina
$4.34M
FBT
519
First Bank & Trust
South Dakota
$4.33M
BTI
520
Blue Trust Inc
Georgia
$4.28M
HWAM
521
Hennion & Walsh Asset Management
New Jersey
$4.27M
GS
522
GWN Securities
Florida
$4.26M
TCOT
523
Trust Company of Toledo
Ohio
$4.23M
RC
524
Resolution Capital
Australia
$4.22M
NMERB
525
New Mexico Educational Retirement Board
New Mexico
$4.21M