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
RMCM
1451
Reynders McVeigh Capital Management
Massachusetts
$454K
OC
1452
Oakworth Capital
Alabama
$452K
TF
1453
Thayer Financial
North Carolina
$451K
AIA
1454
Arbor Investment Advisors
North Carolina
$451K
FWM
1455
Focused Wealth Management
New York
$450K
CI
1456
Conning Inc
Connecticut
$450K
JC
1457
JB Capital
Connecticut
$450K
PPC
1458
Park Place Capital
Alabama
$449K
WDA
1459
Wendell David Associates
New Hampshire
$444K
AGC
1460
Aspen Grove Capital
Colorado
$444K
TAM
1461
Titleist Asset Management
Texas
$442K
MAG
1462
Mayfair Advisory Group
Alabama
$442K
SAM
1463
Sawgrass Asset Management
Florida
$440K
MCM
1464
McDonough Capital Management
Florida
$440K
TIA
1465
Tiemann Investment Advisors
California
$438K
LSPW
1466
Lake Street Private Wealth
Illinois
$438K
STS
1467
SG Trading Solutions
Utah
$438K
OS
1468
Objectivity Squared
South Carolina
$437K
LOWM
1469
Laurel Oak Wealth Management
New Jersey
$436K
OCG
1470
Opus Capital Group
Ohio
$436K
SAM
1471
Secure Asset Management
Michigan
$434K
TSS
1472
Two Sigma Securities
New York
$433K
TIA
1473
Traphagen Investment Advisors
New Jersey
$432K
AWP
1474
Atlas Wealth Partners
Pennsylvania
$432K
GWM
1475
GSB Wealth Management
Connecticut
$431K