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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
RWP
376
RWA Wealth Partners
Massachusetts
$6.91M
FFA
377
Founders Financial Alliance
North Carolina
$6.83M
PP
378
Patten & Patten
Tennessee
$6.82M
ECM
379
Estabrook Capital Management
New York
$6.74M
PFA
380
Pathway Financial Advisers
Indiana
$6.73M
PFS
381
Prospera Financial Services
Texas
$6.72M
CT
382
Colonial Trust
South Carolina
$6.72M
SSWM
383
Smith Salley Wealth Management
North Carolina
$6.66M
RDWM
384
Red Door Wealth Management
Tennessee
$6.66M
BA
385
BCM Advisors
Louisiana
$6.59M
ATC
386
Argent Trust Co
Tennessee
$6.56M
MCC
387
Money Concepts Capital
Florida
$6.53M
UCFA
388
United Capital Financial Advisors
Texas
$6.52M
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$6.47M
PS
390
Principal Securities
Iowa
$6.44M
Brown Advisory
391
Brown Advisory
Maryland
$6.43M
CCM
392
Coldstream Capital Management
Washington
$6.42M
PSP
393
Principal Street Partners
Tennessee
$6.39M
SWP
394
Stratos Wealth Partners
Ohio
$6.37M
CAG
395
Csenge Advisory Group
Florida
$6.34M
PI
396
PineBridge Investments
New York
$6.33M
FFA
397
Farther Finance Advisors
California
$6.31M
MFG
398
Merit Financial Group
Georgia
$6.31M
CPC
399
Consolidated Planning Corp
Georgia
$6.3M
CCP
400
Clough Capital Partners
Massachusetts
$6.25M