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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
FFA
376
Founders Financial Alliance
North Carolina
$6.83M
PP
377
Patten & Patten
Tennessee
$6.82M
ECM
378
Estabrook Capital Management
New York
$6.74M
PFA
379
Pathway Financial Advisers
Indiana
$6.73M
PFS
380
Prospera Financial Services
Texas
$6.72M
CT
381
Colonial Trust
South Carolina
$6.72M
SSWM
382
Smith Salley Wealth Management
North Carolina
$6.66M
RDWM
383
Red Door Wealth Management
Tennessee
$6.66M
BA
384
BCM Advisors
Louisiana
$6.59M
ATC
385
Argent Trust Co
Tennessee
$6.56M
MCC
386
Money Concepts Capital
Florida
$6.53M
UCFA
387
United Capital Financial Advisors
Texas
$6.52M
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$6.47M
PS
389
Principal Securities
Iowa
$6.44M
Brown Advisory
390
Brown Advisory
Maryland
$6.43M
CCM
391
Coldstream Capital Management
Washington
$6.42M
PSP
392
Principal Street Partners
Tennessee
$6.39M
SWP
393
Stratos Wealth Partners
Ohio
$6.37M
CAG
394
Csenge Advisory Group
Florida
$6.34M
PI
395
PineBridge Investments
New York
$6.33M
FFA
396
Farther Finance Advisors
California
$6.31M
MFG
397
Merit Financial Group
Georgia
$6.31M
CPC
398
Consolidated Planning Corp
Georgia
$6.3M
CCP
399
Clough Capital Partners
Massachusetts
$6.25M
WCM
400
Whitener Capital Management
North Carolina
$6.23M