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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
STA
651
Summit Trail Advisors
New York
$2.8M
CFD
652
Creative Financial Designs
Indiana
$2.79M
WG
653
Wealth Group
North Carolina
$2.78M
SBH
654
Segall Bryant & Hamill
Illinois
$2.76M
HCM
655
Hall Capital Management
Rhode Island
$2.75M
HFBOT
656
Home Federal Bank of Tennessee
Tennessee
$2.73M
ANBT
657
American National Bank & Trust
Texas
$2.71M
CI
658
Capital Innovations
Wisconsin
$2.69M
VCA
659
Verdence Capital Advisors
Maryland
$2.69M
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$2.67M
CWG
661
Cornerstone Wealth Group
North Carolina
$2.67M
BTC
662
Bank & Trust Company
Illinois
$2.67M
Grantham, Mayo, Van Otterloo & Co (GMO)
663
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.67M
BBHC
664
Brown Brothers Harriman & Co
New York
$2.67M
IMC Chicago
665
IMC Chicago
Illinois
$2.66M
WWA
666
WCG Wealth Advisors
Nevada
$2.66M
AW
667
Apricus Wealth
South Carolina
$2.62M
RMC
668
Resources Management Corp
Connecticut
$2.6M
ACM
669
Adalta Capital Management
New York
$2.6M
SFI
670
Siemens Fonds Invest
Germany
$2.6M
KTC
671
Kentucky Trust Company
Kentucky
$2.6M
BBVA
672
Banco Bilbao Vizcaya Argentaria
Spain
$2.59M
MIM
673
Morningstar Investment Management
Illinois
$2.59M
SOAMC
674
Spirit of America Management Corp
New York
$2.58M
ANTB
675
AMG National Trust Bank
Colorado
$2.57M