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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
RCAG
1076
Rehmann Capital Advisory Group
Michigan
$950K
FG
1077
Fiduciary Group
Georgia
$950K
YIH
1078
Y-Intercept (HK)
Hong Kong
$943K
IAIM
1079
International Assets Investment Management
Florida
$941K
MFG
1080
MidWestOne Financial Group
Iowa
$941K
CD
1081
Chapin Davis
Maryland
$939K
AMBIA
1082
Allen Mooney & Barnes Investment Advisors
Georgia
$935K
ACS
1083
Archford Capital Strategies
Illinois
$933K
WHC
1084
Wulff, Hansen & Co
California
$932K
C
1085
Croban
Ohio
$931K
SIS
1086
Sound Income Strategies
Florida
$930K
CM
1087
Caption Management
Oklahoma
$926K
BHIA
1088
Birch Hill Investment Advisors
Massachusetts
$925K
ESB
1089
Essex Savings Bank
Connecticut
$924K
DCA
1090
DB&C Advisors
Michigan
$920K
IA
1091
Integrity Alliance
Iowa
$917K
BIM
1092
Baldwin Investment Management
Pennsylvania
$917K
MYAM
1093
Meiji Yasuda Asset Management
Japan
$915K
BRWM
1094
Blue Rock Wealth Management
North Carolina
$913K
LFG
1095
Larson Financial Group
Missouri
$909K
WT
1096
Whittier Trust
California
$908K
HIMC
1097
Heritage Investors Management Corp
Maryland
$907K
APP
1098
Avantax Planning Partners
Iowa
$904K
CBOR
1099
Community Bank of Raymore
Missouri
$901K
NDBT
1100
North Dallas Bank & Trust
Texas
$899K