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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
SWA
2401
Strategies Wealth Advisors
Michigan
OTPPB
2402
Ontario Teachers' Pension Plan Board
Ontario, Canada
Holocene Advisors
2403
Holocene Advisors
New York
BAM
2404
Blueshift Asset Management
New Jersey
BCM
2405
Bayesian Capital Management
New York
LCM
2406
Landscape Capital Management
New Jersey
Fiera Capital (Canada)
2407
Fiera Capital (Canada)
Quebec, Canada
EGM
2408
Engineers Gate Manager
New York
BS
2409
Banco Santander
Spain
CCM
2410
Charter Capital Management
Wisconsin
MWA
2411
Midland Wealth Advisors
Illinois
FTUS
2412
Flow Traders U.S.
New York
FMTC
2413
Farmers & Merchants Trust Company
California
LFG
2414
Lockerman Financial Group
California
1C
2415
111 Capital
France
FA
2416
FDx Advisors
Illinois
CPA
2417
Cardiff Park Advisors
California
CPRC
2418
Consolidated Portfolio Review Corp
New York
SF
2419
Slagle Financial
Illinois
EIA
2420
Edgemoor Investment Advisors
Maryland
Financial Engines Advisors
2421
Financial Engines Advisors
California
LKIM
2422
Lawson Kroeker Investment Management
Nebraska
YLHM
2423
Yelin Lapidot Holdings Management
Israel
PIM
2424
Plato Investment Management
Australia
BFM
2425
Boothbay Fund Management
New York