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
WB
2101
Webster Bank
Connecticut
$124K
HCMG
2102
Howard Capital Management Group
California
$123K
WA
2103
WPG Advisers
Maryland
$122K
AWA
2104
Acumen Wealth Advisors
Tennessee
$122K
DCBT
2105
Dakota Community Bank & Trust
North Dakota
$122K
MCP
2106
Miller Capital Partners
Michigan
$121K
PSB
2107
Piscataqua Savings Bank
New Hampshire
$121K
MTIC
2108
Missouri Trust & Investment Company
Missouri
$120K
BAM
2109
Byrne Asset Management
New Jersey
$119K
CWM
2110
Copia Wealth Management
Oregon
$119K
PMFA
2111
Plante Moran Financial Advisors
Michigan
$119K
CCA
2112
Catalyst Capital Advisors
New York
$118K
GTAM
2113
Global Trust Asset Management
Florida
$118K
WA
2114
Whipplewood Advisors
Colorado
$116K
GAM
2115
Guinness Asset Management
United Kingdom
$116K
ADL
2116
Asset Dedication LLC
California
$114K
BSB
2117
Bangor Savings Bank
Maine
$114K
APW
2118
Aventura Private Wealth
Florida
$114K
CAL
2119
Capital Advisors Ltd
Ohio
$111K
TAM
2120
Tucker Asset Management
Colorado
$111K
CMBA
2121
C.M. Bidwell & Associates
Hawaii
$110K
AF
2122
Avanza Fonder
Sweden
$109K
PP
2123
Pacifica Partners
Canada
$107K
GIA
2124
GHP Investment Advisors
Colorado
$107K
TFIPS
2125
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K