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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
MIM
676
Morningstar Investment Management
Illinois
$2.59M
SOAMC
677
Spirit of America Management Corp
New York
$2.58M
ANTB
678
AMG National Trust Bank
Colorado
$2.57M
RWB
679
RMR Wealth Builders
New Jersey
$2.56M
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$2.56M
BPAMU
681
BTG Pactual Asset Management US
New York
$2.55M
BBA
682
BLB&B Advisors
Pennsylvania
$2.51M
BCM
683
Birmingham Capital Management
Alabama
$2.51M
DA
684
Dover Advisors
Virginia
$2.5M
USWG
685
U.S. Wealth Group
New York
$2.5M
SAM
686
Securian Asset Management
Minnesota
$2.48M
HCP
687
Hardin Capital Partners
South Carolina
$2.48M
JBC
688
Jefferson Bridge Capital
Tennessee
$2.47M
VRM
689
Vectors Research Management
New York
$2.46M
MSA
690
MUFG Securities Americas
New York
$2.46M
RCA
691
Ranch Capital Advisors
Florida
$2.45M
TT
692
TI-Trust
Illinois
$2.44M
MA
693
Mutual Advisors
Nebraska
$2.43M
GT
694
Greenleaf Trust
Michigan
$2.43M
AAP
695
Arax Advisory Partners
Colorado
$2.42M
S
696
SignatureFD
Georgia
$2.41M
DFA
697
Delta Financial Advisors
Louisiana
$2.41M
PTP
698
Platform Technology Partners
New York
$2.4M
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.4M
LDB
700
Lee, Danner & Bass
Tennessee
$2.4M