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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
APM
1976
a16z Perennial Management
California
$216K
AIIMS
1977
Analyst IMS Investment Management Services
Israel
$216K
PL
1978
Plancorp LLC
Missouri
$216K
ONB
1979
Old National Bancorp
Indiana
$216K
AMM
1980
American Money Management
California
$216K
PFM
1981
Patton Fund Management
Texas
$215K
TCM
1982
Tradewinds Capital Management
Washington
$215K
LS
1983
Leelyn Smith
Illinois
$215K
TP
1984
Tranquility Partners
Tennessee
$215K
COCM
1985
Charter Oak Capital Management
New Hampshire
$215K
SL
1986
Sentry LLC
Tennessee
$215K
CCM
1987
Crew Capital Management
Ohio
$215K
MBWA
1988
Marin Bay Wealth Advisors
California
$214K
AIM
1989
Advyzon Investment Management
Illinois
$214K
CCT
1990
Capital City Trust
Florida
$214K
SCM
1991
Sunbeam Capital Management
Georgia
$213K
JPMIA
1992
J.P. Marvel Investment Advisors
Massachusetts
$212K
SIA
1993
Strategic Investment Advisors
Michigan
$211K
RAM
1994
Revere Asset Management
Texas
$211K
SL
1995
Summitry LLC
California
$211K
WCM
1996
Wedge Capital Management
North Carolina
$211K
SFS
1997
Sharp Financial Services
Pennsylvania
$210K
PP
1998
Patron Partners
Texas
$210K
LA
1999
Legacy Advisors
Pennsylvania
$210K
SC
2000
Stephens Consulting
Michigan
$210K