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