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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
CBB
1376
Citizens Business Bank
California
$524K
TGAM
1377
TBH Global Asset Management
Tennessee
$523K
AIC
1378
Argus Investors Counsel
New York
$521K
DWM
1379
Destination Wealth Management
California
$521K
B
1380
BAYBAN
Minnesota
$517K
HCM
1381
Hodges Capital Management
Texas
$515K
SCM
1382
Saxony Capital Management
Missouri
$515K
HFS
1383
Hantz Financial Services
Michigan
$513K
SP
1384
SmartHarvest Portfolios
Washington
$512K
SGK
1385
Steigerwald Gordon & Koch
Virginia
$509K
Marshall Wace
1386
Marshall Wace
United Kingdom
$507K
KAS
1387
KPP Advisory Services
Kentucky
$506K
SL
1388
Salomon & Ludwin
Virginia
$505K
LOIP
1389
Live Oak Investment Partners
Texas
$501K
GIA
1390
Gladstone Institutional Advisory
Florida
$499K
DJSG
1391
D.J. St. Germain
Massachusetts
$499K
CAU
1392
Caxton Associates (UK)
$496K
CMAI
1393
Capital Management Associates Inc
Minnesota
$494K
MA
1394
MCF Advisors
Kentucky
$493K
TA
1395
TrueWealth Advisors
Alabama
$492K
WA
1396
WBH Advisory
Maryland
$492K
AAB
1397
ABN AMRO Bank
Netherlands
$492K
MIC
1398
Meridian Investment Counsel
California
$491K
ABC
1399
Associated Banc-Corp
Wisconsin
$491K
IPAM
1400
Investment Partners Asset Management
New Jersey
$490K