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