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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
DA
901
Doliver Advisors
Texas
$1.46M
ACG
902
Allen Capital Group
Nebraska
$1.45M
PG
903
Patten Group
Tennessee
$1.45M
EARNEST Partners
904
EARNEST Partners
Georgia
$1.44M
PIM
905
Pullen Investment Management
Florida
$1.44M
CA
906
Continuum Advisory
Idaho
$1.44M
SFA
907
Souders Financial Advisors
Ohio
$1.44M
TG
908
TCW Group
California
$1.43M
CIC
909
Cornercap Investment Counsel
Georgia
$1.43M
PIM
910
Penobscot Investment Management
Massachusetts
$1.42M
ZIC
911
ZWJ Investment Counsel
Georgia
$1.41M
BFS
912
Burkett Financial Services
South Carolina
$1.41M
MW
913
MBL Wealth
North Carolina
$1.41M
EM
914
Excalibur Management
Massachusetts
$1.41M
VAS
915
Vestmark Advisory Solutions
Massachusetts
$1.41M
B
916
Bellecapital
Switzerland
$1.4M
CIC
917
Carnegie Investment Counsel
Ohio
$1.4M
D.E. Shaw & Co
918
D.E. Shaw & Co
New York
$1.4M
MHIC
919
Marble Harbor Investment Counsel
Massachusetts
$1.4M
AWM
920
Allen Wealth Management
North Carolina
$1.4M
EFG
921
Everhart Financial Group
Ohio
$1.4M
HAM
922
Harmony Asset Management
Arizona
$1.4M
FCB
923
First County Bank
Connecticut
$1.39M
MAM
924
Mystic Asset Management
Rhode Island
$1.39M
CA
925
Claro Advisors
Massachusetts
$1.38M