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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
LOPW
651
Live Oak Private Wealth
North Carolina
$2.84M
MWM
652
Moran Wealth Management
Florida
$2.83M
T. Rowe Price Investment Management
653
T. Rowe Price Investment Management
Maryland
$2.83M
MC
654
Machina Capital
France
$2.81M
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$2.8M
STA
656
Summit Trail Advisors
New York
$2.8M
CFD
657
Creative Financial Designs
Indiana
$2.79M
WG
658
Wealth Group
North Carolina
$2.78M
SBH
659
Segall Bryant & Hamill
Illinois
$2.76M
HCM
660
Hall Capital Management
Rhode Island
$2.75M
HFBOT
661
Home Federal Bank of Tennessee
Tennessee
$2.73M
ANBT
662
American National Bank & Trust
Texas
$2.71M
CI
663
Capital Innovations
Wisconsin
$2.69M
VCA
664
Verdence Capital Advisors
Maryland
$2.69M
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$2.67M
CWG
666
Cornerstone Wealth Group
North Carolina
$2.67M
BTC
667
Bank & Trust Company
Illinois
$2.67M
Grantham, Mayo, Van Otterloo & Co (GMO)
668
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.67M
BBHC
669
Brown Brothers Harriman & Co
New York
$2.67M
IMC Chicago
670
IMC Chicago
Illinois
$2.66M
WWA
671
WCG Wealth Advisors
Nevada
$2.66M
AW
672
Apricus Wealth
South Carolina
$2.62M
RMC
673
Resources Management Corp
Connecticut
$2.6M
ACM
674
Adalta Capital Management
New York
$2.6M
SFI
675
Siemens Fonds Invest
Germany
$2.6M