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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
RCM
876
Raleigh Capital Management
North Carolina
$1.55M
AA
877
ALPS Advisors
Colorado
$1.54M
TE
878
Tema ETFs
New York
$1.54M
TCPW
879
Twin City Private Wealth
North Carolina
$1.54M
Luther King Capital Management (LKCM)
880
Luther King Capital Management (LKCM)
Texas
$1.52M
QI
881
Qtron Investments
Massachusetts
$1.52M
PWG
882
Portside Wealth Group
Utah
$1.52M
LOAMS
883
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.51M
KCM
884
Kennondale Capital Management
Virginia
$1.51M
NSB
885
Norway Savings Bank
Maine
$1.5M
HSA
886
HBK Sorce Advisory
Pennsylvania
$1.5M
HDIM
887
Hanson & Doremus Investment Management
Vermont
$1.49M
VA
888
VestGen Advisors
Illinois
$1.49M
MIM
889
MTM Investment Management
South Carolina
$1.48M
HCM
890
Highview Capital Management
Illinois
$1.48M
JSL
891
JT Stratford LLC
Georgia
$1.48M
BMA
892
Brooks Moore & Associates
Tennessee
$1.47M
CW
893
CreativeOne Wealth
Kansas
$1.47M
CWP
894
Concord Wealth Partners
Virginia
$1.47M
PFM
895
Premier Fund Managers
United Kingdom
$1.47M
VFA
896
Voya Financial Advisors
Connecticut
$1.47M
RBA
897
Richard Bernstein Advisors
New York
$1.46M
DW30
898
Drucker Wealth 3.0
New Jersey
$1.46M
SHF
899
Safe Harbor Fiduciary
Florida
$1.46M
CAM
900
Columbia Asset Management
Michigan
$1.46M