DUK icon

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
EIP
1676
Ellis Investment Partners
Pennsylvania
$323K
BCG
1677
BayBridge Capital Group
California
$323K
BW
1678
BXM Wealth
Colorado
$322K
TCFP
1679
Treasure Coast Financial Planning
Florida
$322K
TIA
1680
Tandem Investment Advisors
South Carolina
$322K
CCMG
1681
Connecticut Capital Management Group
Connecticut
$321K
PCMF
1682
Private Capital Management (Florida)
Florida
$321K
SA
1683
Sovran Advisors
California
$320K
RWA
1684
Redhawk Wealth Advisors
Minnesota
$320K
ST
1685
Smithfield Trust
Pennsylvania
$320K
ITIM
1686
Indiana Trust & Investment Management
Indiana
$319K
IA
1687
IFC Advisors
California
$318K
WAG
1688
Winthrop Advisory Group
Massachusetts
$318K
Kayne Anderson Rudnick Investment Management
1689
Kayne Anderson Rudnick Investment Management
California
$317K
CT
1690
Clearstead Trust
Maine
$317K
CPSC
1691
Carl P. Sherr & Co
Massachusetts
$317K
SAM
1692
Smith Asset Management
Florida
$317K
BAM
1693
Belleair Asset Management
Florida
$316K
CW
1694
Channel Wealth
California
$316K
LIA
1695
LBMC Investment Advisors
Tennessee
$316K
WAC
1696
William Allan Corp
Colorado
$316K
HIS
1697
Horizon Investment Services
Indiana
$315K
BAM
1698
Berkshire Asset Management
Pennsylvania
$315K
SC
1699
Searle & Co
Connecticut
$315K
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$315K