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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
LIM
526
Leavell Investment Management
Alabama
$4.2M
AWM
527
Axxcess Wealth Management
California
$4.17M
FISPB
528
Fideuram - Intesa Sanpaolo Private Banking
$4.17M
RFC
529
Regions Financial Corp
Alabama
$4.15M
ERSOT
530
Employees Retirement System of Texas
Texas
$4.13M
PFS
531
Physicians Financial Services
North Carolina
$4.11M
NB
532
Norinchukin Bank
Japan
$4.09M
MIM
533
Marco Investment Management
Georgia
$4.09M
PCIA
534
Prime Capital Investment Advisors
Kansas
$4.08M
SCM
535
Shelton Capital Management
Colorado
$4.08M
SWP
536
Sagespring Wealth Partners
Tennessee
$4.07M
TC
537
Trilogy Capital
California
$4.06M
RIL
538
Rothschild Investment LLC
Illinois
$4.03M
MPM
539
Meritage Portfolio Management
Kansas
$4.02M
PT
540
Plimoth Trust
Massachusetts
$4.01M
B
541
Bailard
California
$4.01M
TAM
542
Townsend Asset Management
North Carolina
$4.01M
KWA
543
Kingswood Wealth Advisors
California
$4M
FNB
544
Farmers National Bank
Kentucky
$3.99M
PFA
545
Pure Financial Advisors
California
$3.98M
SIG
546
Sargent Investment Group
Maryland
$3.95M
SB
547
Simmons Bank
Arkansas
$3.94M
PAM
548
Panagora Asset Management
Massachusetts
$3.94M
SFS
549
Sowell Financial Services
Arkansas
$3.93M
FFP
550
FourThought Financial Partners
Florida
$3.92M