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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 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
2,358
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
DC
176
Davenport & Co
Virginia
$26.5M
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$26.4M
NA
178
NewEdge Advisors
Louisiana
$26.2M
CA
179
CSM Advisors
Pennsylvania
$26M
ASRS
180
Arizona State Retirement System
Arizona
$25.7M
PFPG
181
Pinnacle Financial Partners (Georgia)
Georgia
$25.5M
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$25.4M
ACA
183
Aptus Capital Advisors
Alabama
$25.4M
Connor, Clark & Lunn Investment Management (CC&L)
184
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.4M
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$25.1M
HW
186
Hancock Whitney
Mississippi
$25M
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$24.8M
SA
188
Sanctuary Advisors
Indiana
$24.8M
SO
189
STRS Ohio
Ohio
$24.8M
CA
190
CapWealth Advisors
Tennessee
$24.6M
CNB
191
Czech National Bank
Czech Republic
$24M
LOIM
192
Liberty One Investment Management
Illinois
$24M
SOMRS
193
State of Michigan Retirement System
Michigan
$23.9M
GGI
194
Godsey & Gibb Inc
Virginia
$23.8M
AT
195
Arbejdsmarkedets Tillaegspension
$23.7M
P
196
&Partners
Tennessee
$23.6M
Daiwa Securities Group
197
Daiwa Securities Group
Japan
$23.6M
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.2M
SPIA
199
Steward Partners Investment Advisory
New York
$22.7M
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$22.6M