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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
T. Rowe Price Investment Management
651
T. Rowe Price Investment Management
Maryland
$2.83M
MC
652
Machina Capital
France
$2.81M
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$2.8M
STA
654
Summit Trail Advisors
New York
$2.8M
CFD
655
Creative Financial Designs
Indiana
$2.79M
WG
656
Wealth Group
North Carolina
$2.78M
SBH
657
Segall Bryant & Hamill
Illinois
$2.76M
HCM
658
Hall Capital Management
Rhode Island
$2.75M
HFBOT
659
Home Federal Bank of Tennessee
Tennessee
$2.73M
ANBT
660
American National Bank & Trust
Texas
$2.71M
CI
661
Capital Innovations
Wisconsin
$2.69M
VCA
662
Verdence Capital Advisors
Maryland
$2.69M
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$2.67M
CWG
664
Cornerstone Wealth Group
North Carolina
$2.67M
BTC
665
Bank & Trust Company
Illinois
$2.67M
Grantham, Mayo, Van Otterloo & Co (GMO)
666
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.67M
BBHC
667
Brown Brothers Harriman & Co
New York
$2.67M
IMC Chicago
668
IMC Chicago
Illinois
$2.66M
WWA
669
WCG Wealth Advisors
Nevada
$2.66M
AW
670
Apricus Wealth
South Carolina
$2.62M
RMC
671
Resources Management Corp
Connecticut
$2.6M
ACM
672
Adalta Capital Management
New York
$2.6M
SFI
673
Siemens Fonds Invest
Germany
$2.6M
KTC
674
Kentucky Trust Company
Kentucky
$2.6M
BBVA
675
Banco Bilbao Vizcaya Argentaria
Spain
$2.59M