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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
ORC
1376
O'Rourke & Company
Massachusetts
$535K
DAM
1377
Doheny Asset Management
California
$534K
DA
1378
Denali Advisors
California
$531K
ICP
1379
Interchange Capital Partners
Pennsylvania
$530K
VF
1380
Virtu Financial
New York
$529K
AL
1381
Aspiriant LLC
California
$526K
ECM
1382
Evergreen Capital Management
Washington
$525K
HFAS
1383
Hummer Financial Advisory Services
Illinois
$524K
CBB
1384
Citizens Business Bank
California
$524K
TGAM
1385
TBH Global Asset Management
Tennessee
$523K
AIC
1386
Argus Investors Counsel
New York
$521K
DWM
1387
Destination Wealth Management
California
$521K
B
1388
Bayban
Minnesota
$517K
HCM
1389
Hodges Capital Management
Texas
$515K
SCM
1390
Saxony Capital Management
Missouri
$515K
HFS
1391
Hantz Financial Services
Michigan
$513K
SP
1392
SmartHarvest Portfolios
Washington
$512K
SGK
1393
Steigerwald Gordon & Koch
Virginia
$509K
Marshall Wace
1394
Marshall Wace
United Kingdom
$507K
KAS
1395
KPP Advisory Services
Kentucky
$506K
SL
1396
Salomon & Ludwin
Virginia
$505K
LOIP
1397
Live Oak Investment Partners
Texas
$501K
GIA
1398
Gladstone Institutional Advisory
Florida
$499K
DJSG
1399
D.J. St. Germain
Massachusetts
$499K
CAU
1400
Caxton Associates (UK)
$496K