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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
WCAMG
551
Woodard & Company Asset Management Group
North Carolina
$3.92M
CT
552
Caldwell Trust
Florida
$3.91M
RFM
553
Royal Fund Management
Florida
$3.91M
AOWM
554
Asset One Wealth Management
Washington
$3.85M
AAIM
555
American Assets Investment Management
California
$3.83M
TA
556
Townsend & Associates
Colorado
$3.81M
TYCC
557
Texas Yale Capital Corp
Florida
$3.8M
EWA
558
EP Wealth Advisors
California
$3.79M
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
$3.79M
SYBT
560
Stock Yards Bank & Trust
Kentucky
$3.79M
Verition Fund Management
561
Verition Fund Management
Connecticut
$3.78M
BG
562
Bahl & Gaynor
Ohio
$3.76M
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M
AAIS
564
ABN AMRO Investment Solutions
$3.75M
CCG
565
Cypress Capital Group
Florida
$3.74M
MSE
566
MUFG Securities EMEA
United Kingdom
$3.74M
VA
567
Vident Advisory
Georgia
$3.73M
TCM
568
Twin Capital Management
Pennsylvania
$3.66M
SIC
569
Salem Investment Counselors
North Carolina
$3.66M
SCM
570
Sone Capital Management
New York
$3.65M
ACM
571
Argyle Capital Management
Pennsylvania
$3.64M
CA
572
Carson Advisory
Georgia
$3.62M
EMPI
573
Elo Mutual Pension Insurance
Finland
$3.62M
RCM
574
RNC Capital Management
California
$3.62M
PA
575
Pinnacle Associates
New York
$3.6M