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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
EWM
601
Empirical Wealth Management
Washington
$3.35M
GCC
602
Guardian Capital (Canada)
Ontario, Canada
$3.35M
CA
603
CGN Advisors
Kansas
$3.34M
MWM
604
Modera Wealth Management
New Jersey
$3.31M
SSWM
605
Sheets Smith Wealth Management
North Carolina
$3.28M
HAG
606
HighPoint Advisor Group
Illinois
$3.26M
GCA
607
Greenwood Capital Associates
South Carolina
$3.26M
MA
608
Montag & Associates
Georgia
$3.22M
AG
609
Ascent Group
Virginia
$3.22M
WIA
610
World Investment Advisors
California
$3.21M
Squarepoint
611
Squarepoint
New York
$3.2M
QCG
612
Quadrant Capital Group
Ohio
$3.16M
NDSIB
613
North Dakota State Investment Board
North Dakota
$3.13M
HH
614
Hilltop Holdings
Texas
$3.13M
HA
615
Hamel Associates
New Jersey
$3.12M
WANY
616
Wealthspire Advisors (New York)
New York
$3.12M
CCT
617
Chemung Canal Trust
New York
$3.11M
AF
618
Apollon Financial
South Carolina
$3.09M
SW
619
SVB Wealth
Massachusetts
$3.09M
GW
620
Griffith & Werner
Georgia
$3.05M
TI
621
Tidal Investments
Wisconsin
$3.05M
LCM
622
Logan Capital Management
Pennsylvania
$3.05M
MCM
623
Mill Capital Management
North Carolina
$3.05M
LWL
624
Leo Wealth LLC
Texas
$3.04M
FSA
625
Franklin Street Advisors
North Carolina
$3.02M