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Duke Energy

2,359 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 237 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
2,359
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
FISPB
526
Fideuram - Intesa Sanpaolo Private Banking
$4.17M
RFC
527
Regions Financial Corp
Alabama
$4.15M
ERSOT
528
Employees Retirement System of Texas
Texas
$4.13M
PFS
529
Physicians Financial Services
North Carolina
$4.11M
NB
530
Norinchukin Bank
Japan
$4.09M
MIM
531
Marco Investment Management
Georgia
$4.09M
PCIA
532
Prime Capital Investment Advisors
Kansas
$4.08M
SCM
533
Shelton Capital Management
Colorado
$4.08M
SWP
534
Sagespring Wealth Partners
Tennessee
$4.07M
TC
535
Trilogy Capital
California
$4.06M
RIL
536
Rothschild Investment LLC
Illinois
$4.03M
MPM
537
Meritage Portfolio Management
Kansas
$4.02M
PT
538
Plimoth Trust
Massachusetts
$4.01M
B
539
Bailard
California
$4.01M
TAM
540
Townsend Asset Management
North Carolina
$4.01M
KWA
541
Kingswood Wealth Advisors
California
$4M
PFA
542
Pure Financial Advisors
California
$3.98M
SIG
543
Sargent Investment Group
Maryland
$3.95M
SB
544
Simmons Bank
Arkansas
$3.94M
PAM
545
Panagora Asset Management
Massachusetts
$3.94M
SFS
546
Sowell Financial Services
Arkansas
$3.93M
FFP
547
FourThought Financial Partners
Florida
$3.92M
WCAMG
548
Woodard & Company Asset Management Group
North Carolina
$3.92M
CT
549
Caldwell Trust
Florida
$3.91M
RFM
550
Royal Fund Management
Florida
$3.91M