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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
SAM
201
Silvercrest Asset Management
New York
$22.4M
CF
202
Clarity Financial
Texas
$22.4M
PR
203
Payden & Rygel
California
$22.2M
SFM
204
Stack Financial Management
Montana
$22.1M
II
205
IFM Investors
Australia
$22M
BG
206
Bollard Group
Massachusetts
$21.9M
MIM
207
MetLife Investment Management
New Jersey
$21.9M
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$21.7M
VI
209
Vestcor Inc
New Brunswick, Canada
$21.6M
UB
210
UMB Bank
Missouri
$21.3M
KAS
211
Kestra Advisory Services
Texas
$21.2M
AF
212
Allworth Financial
California
$21M
WB
213
WesBanco Bank
West Virginia
$20.7M
BF
214
BOK Financial
Oklahoma
$20.1M
Calamos Advisors
215
Calamos Advisors
Illinois
$20.1M
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$20.1M
ECSS
217
Eurizon Capital SGR SpA
$19.9M
OAM
218
Oppenheimer Asset Management
New York
$19.9M
NAM
219
NorthCrest Asset Manangement
Minnesota
$19.9M
FAF
220
Första AP-fonden
Sweden
$19.6M
TIAA Trust, National Association
221
TIAA Trust, National Association
North Carolina
$19.5M
Retirement Systems of Alabama
222
Retirement Systems of Alabama
Alabama
$19.4M
Mirae Asset Global ETFs Holdings
223
Mirae Asset Global ETFs Holdings
Hong Kong
$19.3M
BCI
224
Brinker Capital Investments
Pennsylvania
$19.1M
WIC
225
Willis Investment Counsel
Georgia
$18.8M