We are live on ! Find out more
DUK icon

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
SFS
551
Sowell Financial Services
Arkansas
$3.93M
FFP
552
FourThought Financial Partners
Florida
$3.92M
WCAMG
553
Woodard & Company Asset Management Group
North Carolina
$3.92M
CT
554
Caldwell Trust
Florida
$3.91M
RFM
555
Royal Fund Management
Florida
$3.91M
AOWM
556
Asset One Wealth Management
Washington
$3.85M
AAIM
557
American Assets Investment Management
California
$3.83M
HAG
558
HighPoint Advisor Group
Illinois
$3.82M
TA
559
Townsend & Associates
Colorado
$3.81M
TYCC
560
Texas Yale Capital Corp
Florida
$3.8M
EWA
561
EP Wealth Advisors
California
$3.79M
Kovitz Investment Group Partners
562
Kovitz Investment Group Partners
Illinois
$3.79M
SYBT
563
Stock Yards Bank & Trust
Kentucky
$3.79M
Verition Fund Management
564
Verition Fund Management
Connecticut
$3.78M
BG
565
Bahl & Gaynor
Ohio
$3.76M
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M
AAIS
567
ABN AMRO Investment Solutions
$3.75M
CCG
568
Cypress Capital Group
Florida
$3.74M
MSE
569
MUFG Securities EMEA
United Kingdom
$3.74M
VA
570
Vident Advisory
Georgia
$3.73M
TCM
571
Twin Capital Management
Pennsylvania
$3.66M
SIC
572
Salem Investment Counselors
North Carolina
$3.66M
SCM
573
Sone Capital Management
New York
$3.65M
ACM
574
Argyle Capital Management
Pennsylvania
$3.64M
CA
575
Carson Advisory
Georgia
$3.62M