We are live on ! Find out more
DUK icon

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
KTC
676
Kentucky Trust Company
Kentucky
$2.6M
BBVA
677
Banco Bilbao Vizcaya Argentaria
Spain
$2.59M
MIM
678
Morningstar Investment Management
Illinois
$2.59M
SOAMC
679
Spirit of America Management Corp
New York
$2.58M
ANTB
680
AMG National Trust Bank
Colorado
$2.57M
RWB
681
RMR Wealth Builders
New Jersey
$2.56M
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$2.56M
BPAMU
683
BTG Pactual Asset Management US
New York
$2.55M
BBA
684
BLB&B Advisors
Pennsylvania
$2.51M
BCM
685
Birmingham Capital Management
Alabama
$2.51M
DA
686
Dover Advisors
Virginia
$2.5M
USWG
687
U.S. Wealth Group
New York
$2.5M
SAM
688
Securian Asset Management
Minnesota
$2.48M
HCP
689
Hardin Capital Partners
South Carolina
$2.48M
PWS
690
Pursuit Wealth Strategies
North Carolina
$2.48M
JBC
691
Jefferson Bridge Capital
Tennessee
$2.47M
VRM
692
Vectors Research Management
New York
$2.46M
MSA
693
MUFG Securities Americas
New York
$2.46M
RCA
694
Ranch Capital Advisors
Florida
$2.45M
TT
695
TI-Trust
Illinois
$2.44M
MA
696
Mutual Advisors
Nebraska
$2.43M
GT
697
Greenleaf Trust
Michigan
$2.43M
AAP
698
Arax Advisory Partners
Colorado
$2.42M
S
699
SignatureFD
Georgia
$2.41M
DFA
700
Delta Financial Advisors
Louisiana
$2.41M