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Duke Energy

2,360 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 238 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
2,360
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
ECM
576
Everence Capital Management
Indiana
$3.57M
PI
577
PFG Investments
New York
$3.55M
EF
578
Empirical Finance
Pennsylvania
$3.55M
CBA
579
Coastal Bridge Advisors
Connecticut
$3.55M
CCM
580
Cohen Capital Management
California
$3.53M
SGC
581
Slocum, Gordon & Co
Rhode Island
$3.53M
MHS
582
M Holdings Securities
Oregon
$3.52M
BPC
583
Banque Pictet & Cie
Switzerland
$3.52M
TNBTD
584
Trustmark National Bank Trust Department
Mississippi
$3.51M
GT
585
Glenview Trust
Kentucky
$3.5M
CA
586
Cullinan Associates
Kentucky
$3.48M
EFMC
587
Empire Financial Management Company
New York
$3.47M
BFG
588
Bleakley Financial Group
New Jersey
$3.47M
SAMC
589
Spectrum Asset Management (California)
California
$3.46M
AC
590
Asio Capital
Kentucky
$3.44M
DZ Bank
591
DZ Bank
Germany
$3.42M
TSWM
592
Triangle Securities Wealth Management
North Carolina
$3.41M
FHWM
593
Fox Hill Wealth Management
Massachusetts
$3.41M
SCA
594
Snowden Capital Advisors
New York
$3.4M
FA
595
Fiduciary Alliance
South Carolina
$3.39M
RPGK
596
Retirement Planning Group (Kansas)
Kansas
$3.38M
SFP
597
Shepherd Financial Partners
Massachusetts
$3.37M
ONSWM
598
Old North State Wealth Management
North Carolina
$3.37M
Arrowstreet Capital
599
Arrowstreet Capital
Massachusetts
$3.36M
TAIM
600
Te Ahumairangi Investment Management
New Zealand
$3.36M