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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
ACM
101
Advisors Capital Management
New Jersey
$67M
GAM
102
Gotham Asset Management
New York
$65.8M
SEI Investments
103
SEI Investments
Pennsylvania
$64.9M
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$64.8M
Macquarie Group
105
Macquarie Group
Australia
$63M
VRS
106
Virginia Retirement Systems
Virginia
$60.2M
Nordea Investment Management
107
Nordea Investment Management
Sweden
$59.7M
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$59.4M
APG Asset Management
109
APG Asset Management
Netherlands
$58.4M
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$56.2M
Canada Life
111
Canada Life
Manitoba, Canada
$55.2M
FWIA
112
Fort Washington Investment Advisors
Ohio
$55.1M
Pictet Asset Management
113
Pictet Asset Management
Switzerland
$55.1M
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$54.2M
Aberdeen Group
115
Aberdeen Group
United Kingdom
$52.2M
YCM
116
Yaupon Capital Management
New York
$52M
Osaic Holdings
117
Osaic Holdings
Arizona
$51.9M
MML Investors Services
118
MML Investors Services
Massachusetts
$50.7M
BGIM
119
Brandywine Global Investment Management
Pennsylvania
$50M
Prudential Financial
120
Prudential Financial
New Jersey
$49.7M
VDI
121
Vaughan David Investments
Illinois
$49.4M
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$48.5M
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$48.3M
EIP
124
Epoch Investment Partners
New York
$47M
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$46.7M