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Duke Energy

2,371 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 241 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
2,371
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
GLA
76
Great Lakes Advisors
Illinois
$97.1M
AQR Capital Management
77
AQR Capital Management
Connecticut
$97M
Stifel Financial
78
Stifel Financial
Missouri
$95.3M
CI
79
Cincinnati Insurance
Ohio
$93.2M
HighTower Advisors
80
HighTower Advisors
Illinois
$92.1M
AP
81
Antipodes Partners
Australia
$90.4M
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$87.3M
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$86.7M
CCMG
84
Clark Capital Management Group
Pennsylvania
$86.2M
Truist Financial
85
Truist Financial
North Carolina
$84.6M
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$83.7M
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$80.9M
Korea Investment Corp
88
Korea Investment Corp
South Korea
$80.4M
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$80.3M
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$78.5M
Corient Private Wealth
91
Corient Private Wealth
Florida
$78.1M
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$77.5M
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$76.4M
ZP
94
Zimmer Partners
New York
$75.4M
Fidelity International
95
Fidelity International
Bermuda
$74.5M
Baird Financial Group
96
Baird Financial Group
Wisconsin
$72.2M
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$71.5M
BCWM
98
Bartlett & Co Wealth Management
Ohio
$69.5M
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$69.2M
Victory Capital Management
100
Victory Capital Management
Texas
$67.7M