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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
SCA
601
Snowden Capital Advisors
New York
$3.4M
FA
602
Fiduciary Alliance
South Carolina
$3.39M
RPGK
603
Retirement Planning Group (Kansas)
Kansas
$3.38M
SFP
604
Shepherd Financial Partners
Massachusetts
$3.37M
ONSWM
605
Old North State Wealth Management
North Carolina
$3.37M
Arrowstreet Capital
606
Arrowstreet Capital
Massachusetts
$3.36M
TAIM
607
Te Ahumairangi Investment Management
New Zealand
$3.36M
EWM
608
Empirical Wealth Management
Washington
$3.35M
GCC
609
Guardian Capital (Canada)
Ontario, Canada
$3.35M
CA
610
CGN Advisors
Kansas
$3.34M
MWM
611
Modera Wealth Management
New Jersey
$3.31M
SSWM
612
Sheets Smith Wealth Management
North Carolina
$3.28M
GCA
613
Greenwood Capital Associates
South Carolina
$3.26M
MA
614
Montag & Associates
Georgia
$3.22M
AG
615
Ascent Group
Virginia
$3.22M
Squarepoint
616
Squarepoint
New York
$3.2M
QCG
617
Quadrant Capital Group
Ohio
$3.16M
NDSIB
618
North Dakota State Investment Board
North Dakota
$3.13M
HH
619
Hilltop Holdings
Texas
$3.13M
HA
620
Hamel Associates
New Jersey
$3.12M
WANY
621
Wealthspire Advisors (New York)
New York
$3.12M
CCT
622
Chemung Canal Trust
New York
$3.11M
AF
623
Apollon Financial
South Carolina
$3.09M
SW
624
SVB Wealth
Massachusetts
$3.09M
GW
625
Griffith & Werner
Georgia
$3.05M