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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
First Manhattan
876
First Manhattan
New York
$1.56M
AOWM
877
Alpha Omega Wealth Management
Virginia
$1.55M
MBTD
878
Mechanics Bank - Trust Department
California
$1.55M
DT
879
Diversified Trust
Tennessee
$1.55M
IWC
880
Integrated Wealth Concepts
Massachusetts
$1.55M
NCM
881
Novare Capital Management
North Carolina
$1.55M
Aviva
882
Aviva
United Kingdom
$1.55M
RCM
883
Raleigh Capital Management
North Carolina
$1.55M
AA
884
ALPS Advisors
Colorado
$1.54M
TE
885
Tema ETFs
New York
$1.54M
TCPW
886
Twin City Private Wealth
North Carolina
$1.54M
Luther King Capital Management (LKCM)
887
Luther King Capital Management (LKCM)
Texas
$1.52M
QI
888
Qtron Investments
Massachusetts
$1.52M
PWG
889
Portside Wealth Group
Utah
$1.52M
LOAMS
890
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.51M
KCM
891
Kennondale Capital Management
Virginia
$1.51M
NSB
892
Norway Savings Bank
Maine
$1.5M
HSA
893
HBK Sorce Advisory
Pennsylvania
$1.5M
HDIM
894
Hanson & Doremus Investment Management
Vermont
$1.49M
VA
895
VestGen Advisors
Illinois
$1.49M
MIM
896
MTM Investment Management
South Carolina
$1.48M
HCM
897
Highview Capital Management
Illinois
$1.48M
JSL
898
JT Stratford LLC
Georgia
$1.48M
BMA
899
Brooks Moore & Associates
Tennessee
$1.47M
CW
900
CreativeOne Wealth
Kansas
$1.47M