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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
RWB
676
RMR Wealth Builders
New Jersey
$2.56M
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$2.56M
BPAMU
678
BTG Pactual Asset Management US
New York
$2.55M
BBA
679
BLB&B Advisors
Pennsylvania
$2.51M
BCM
680
Birmingham Capital Management
Alabama
$2.51M
DA
681
Dover Advisors
Virginia
$2.5M
SAM
682
Securian Asset Management
Minnesota
$2.48M
HCP
683
Hardin Capital Partners
South Carolina
$2.48M
JBC
684
Jefferson Bridge Capital
Tennessee
$2.47M
VRM
685
Vectors Research Management
New York
$2.46M
MSA
686
MUFG Securities Americas
New York
$2.46M
RCA
687
Ranch Capital Advisors
Florida
$2.45M
TT
688
TI-Trust
Illinois
$2.44M
MA
689
Mutual Advisors
Nebraska
$2.43M
GT
690
Greenleaf Trust
Michigan
$2.43M
AAP
691
Arax Advisory Partners
Colorado
$2.42M
S
692
SignatureFD
Georgia
$2.41M
DFA
693
Delta Financial Advisors
Louisiana
$2.41M
PTP
694
Platform Technology Partners
New York
$2.4M
KRSITF
695
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.4M
LDB
696
Lee, Danner & Bass
Tennessee
$2.4M
GI
697
GAMMA Investing
California
$2.4M
CAC
698
Certified Advisory Corp
Florida
$2.4M
UOTTAIMCU
699
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.39M
OPA
700
Old Port Advisors
Maine
$2.38M