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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
VFA
901
Voya Financial Advisors
Connecticut
$1.47M
RBA
902
Richard Bernstein Advisors
New York
$1.46M
DW30
903
Drucker Wealth 3.0
New Jersey
$1.46M
SHF
904
Safe Harbor Fiduciary
Florida
$1.46M
CAM
905
Columbia Asset Management
Michigan
$1.46M
DA
906
Doliver Advisors
Texas
$1.46M
ACG
907
Allen Capital Group
Nebraska
$1.45M
PG
908
Patten Group
Tennessee
$1.45M
EARNEST Partners
909
EARNEST Partners
Georgia
$1.44M
PIM
910
Pullen Investment Management
Florida
$1.44M
CA
911
Continuum Advisory
Idaho
$1.44M
SFA
912
Souders Financial Advisors
Ohio
$1.44M
TG
913
TCW Group
California
$1.43M
CIC
914
Cornercap Investment Counsel
Georgia
$1.43M
PIM
915
Penobscot Investment Management
Massachusetts
$1.42M
ZIC
916
ZWJ Investment Counsel
Georgia
$1.41M
BFS
917
Burkett Financial Services
South Carolina
$1.41M
MW
918
MBL Wealth
North Carolina
$1.41M
EM
919
Excalibur Management
Massachusetts
$1.41M
VAS
920
Vestmark Advisory Solutions
Massachusetts
$1.41M
B
921
Bellecapital
Switzerland
$1.4M
CIC
922
Carnegie Investment Counsel
Ohio
$1.4M
D.E. Shaw & Co
923
D.E. Shaw & Co
New York
$1.4M
MHIC
924
Marble Harbor Investment Counsel
Massachusetts
$1.4M
AWM
925
Allen Wealth Management
North Carolina
$1.4M