DUK icon

Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
WHRC
1076
W.H. Reaves & Co
New Jersey
$957K
PWC
1077
Pathfinder Wealth Consulting
North Carolina
$955K
Fisher Asset Management
1078
Fisher Asset Management
Washington
$954K
HA
1079
Huntleigh Advisors
Missouri
$953K
SC
1080
Sawyer & Company
Massachusetts
$952K
CCA
1081
Checchi Capital Advisers
California
$951K
RCAG
1082
Rehmann Capital Advisory Group
Michigan
$950K
FG
1083
Fiduciary Group
Georgia
$950K
YIH
1084
Y-Intercept (HK)
Hong Kong
$943K
IAIM
1085
International Assets Investment Management
Florida
$941K
MFG
1086
MidWestOne Financial Group
Iowa
$941K
CD
1087
Chapin Davis
Maryland
$939K
AMBIA
1088
Allen Mooney & Barnes Investment Advisors
Georgia
$935K
ACS
1089
Archford Capital Strategies
Illinois
$933K
WHC
1090
Wulff, Hansen & Co
California
$932K
C
1091
Croban
Ohio
$931K
SIS
1092
Sound Income Strategies
Florida
$930K
CM
1093
Caption Management
Oklahoma
$926K
BHIA
1094
Birch Hill Investment Advisors
Massachusetts
$925K
ESB
1095
Essex Savings Bank
Connecticut
$924K
DCA
1096
DB&C Advisors
Michigan
$920K
IA
1097
Integrity Alliance
Iowa
$917K
BIM
1098
Baldwin Investment Management
Pennsylvania
$917K
MYAM
1099
Meiji Yasuda Asset Management
Japan
$915K
BRWM
1100
Blue Rock Wealth Management
North Carolina
$913K