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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 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:

0.6% more ownership

Funds ownership: 68.44%69.03% (+0.6%)

5% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.99B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$163M
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$160M
VOYA Investment Management
53
VOYA Investment Management
Georgia
$157M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$154M
Empower Advisory Group
55
Empower Advisory Group
Colorado
$152M
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$149M
OAC
57
OMERS Administration Corp
Ontario, Canada
$142M
Bessemer Group
58
Bessemer Group
New Jersey
$139M
Mariner
59
Mariner
Kansas
$136M
EIP
60
Energy Income Partners
Connecticut
$130M
First Trust Advisors
61
First Trust Advisors
Illinois
$123M
Principal Financial Group
62
Principal Financial Group
Iowa
$123M
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$121M
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$115M
Jones Financial Companies
65
Jones Financial Companies
Missouri
$114M
Citigroup
66
Citigroup
New York
$112M
Ameriprise
67
Ameriprise
Minnesota
$109M
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$109M
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M
DPIM
70
Duff & Phelps Investment Management
Illinois
$105M
Natixis Advisors
71
Natixis Advisors
Massachusetts
$103M
AllianceBernstein
72
AllianceBernstein
Tennessee
$99.9M
SG Americas Securities
73
SG Americas Securities
New York
$98.6M
MF
74
Milford Funds
$97.9M
NAMI
75
Nomura Asset Management International
Pennsylvania
$97.7M