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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
AOWM
551
Asset One Wealth Management
Washington
$3.85M
AAIM
552
American Assets Investment Management
California
$3.83M
TA
553
Townsend & Associates
Colorado
$3.81M
TYCC
554
Texas Yale Capital Corp
Florida
$3.8M
EWA
555
EP Wealth Advisors
California
$3.79M
Kovitz Investment Group Partners
556
Kovitz Investment Group Partners
Illinois
$3.79M
SYBT
557
Stock Yards Bank & Trust
Kentucky
$3.79M
Verition Fund Management
558
Verition Fund Management
Connecticut
$3.78M
BG
559
Bahl & Gaynor
Ohio
$3.76M
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M
AAIS
561
ABN AMRO Investment Solutions
$3.75M
CCG
562
Cypress Capital Group
Florida
$3.74M
MSE
563
MUFG Securities EMEA
United Kingdom
$3.74M
VA
564
Vident Advisory
Georgia
$3.73M
TCM
565
Twin Capital Management
Pennsylvania
$3.66M
SIC
566
Salem Investment Counselors
North Carolina
$3.66M
SCM
567
Sone Capital Management
New York
$3.65M
ACM
568
Argyle Capital Management
Pennsylvania
$3.64M
CA
569
Carson Advisory
Georgia
$3.62M
EMPI
570
Elo Mutual Pension Insurance
Finland
$3.62M
RCM
571
RNC Capital Management
California
$3.62M
PA
572
Pinnacle Associates
New York
$3.6M
LA
573
Lynch & Associates
Indiana
$3.6M
CAM
574
Close Asset Management
United Kingdom
$3.6M
DAS
575
Dynamic Advisor Solutions
Arizona
$3.6M