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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
LA
576
Lynch & Associates
Indiana
$3.6M
ONST
577
Old North State Trust
North Carolina
$3.6M
CAM
578
Close Asset Management
United Kingdom
$3.6M
DAS
579
Dynamic Advisor Solutions
Arizona
$3.6M
ECM
580
Everence Capital Management
Indiana
$3.57M
PI
581
PFG Investments
New York
$3.55M
EF
582
Empirical Finance
Pennsylvania
$3.55M
CBA
583
Coastal Bridge Advisors
Connecticut
$3.55M
CCM
584
Cohen Capital Management
California
$3.53M
SGC
585
Slocum, Gordon & Co
Rhode Island
$3.53M
MHS
586
M Holdings Securities
Oregon
$3.52M
BPC
587
Banque Pictet & Cie
Switzerland
$3.52M
TNBTD
588
Trustmark National Bank Trust Department
Mississippi
$3.51M
GT
589
Glenview Trust
Kentucky
$3.5M
CA
590
Cullinan Associates
Kentucky
$3.48M
EFMC
591
Empire Financial Management Company
New York
$3.47M
BFG
592
Bleakley Financial Group
New Jersey
$3.47M
SAMC
593
Spectrum Asset Management (California)
California
$3.46M
AC
594
Asio Capital
Kentucky
$3.44M
DZ Bank
595
DZ Bank
Germany
$3.42M
TSWM
596
Triangle Securities Wealth Management
North Carolina
$3.41M
FHWM
597
Fox Hill Wealth Management
Massachusetts
$3.41M
SCA
598
Snowden Capital Advisors
New York
$3.4M
FA
599
Fiduciary Alliance
South Carolina
$3.39M
RPGK
600
Retirement Planning Group (Kansas)
Kansas
$3.38M