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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
RC
526
Resolution Capital
Australia
$4.22M
NMERB
527
New Mexico Educational Retirement Board
New Mexico
$4.21M
LIM
528
Leavell Investment Management
Alabama
$4.2M
AWM
529
Axxcess Wealth Management
California
$4.17M
FISPB
530
Fideuram - Intesa Sanpaolo Private Banking
$4.17M
RFC
531
Regions Financial Corp
Alabama
$4.15M
ERSOT
532
Employees Retirement System of Texas
Texas
$4.13M
PFS
533
Physicians Financial Services
North Carolina
$4.11M
NB
534
Norinchukin Bank
Japan
$4.09M
MIM
535
Marco Investment Management
Georgia
$4.09M
PCIA
536
Prime Capital Investment Advisors
Kansas
$4.08M
SCM
537
Shelton Capital Management
Colorado
$4.08M
SWP
538
Sagespring Wealth Partners
Tennessee
$4.07M
TC
539
Trilogy Capital
California
$4.06M
RIL
540
Rothschild Investment LLC
Illinois
$4.03M
MPM
541
Meritage Portfolio Management
Kansas
$4.02M
PT
542
Plimoth Trust
Massachusetts
$4.01M
B
543
Bailard
California
$4.01M
TAM
544
Townsend Asset Management
North Carolina
$4.01M
KWA
545
Kingswood Wealth Advisors
California
$4M
FNB
546
Farmers National Bank
Kentucky
$3.99M
PFA
547
Pure Financial Advisors
California
$3.98M
SIG
548
Sargent Investment Group
Maryland
$3.95M
SB
549
Simmons Bank
Arkansas
$3.94M
PAM
550
Panagora Asset Management
Massachusetts
$3.94M