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Duke Energy

2,360 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 238 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
2,360
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
RP
626
Rowlandmiller & Partners
Georgia
$3.02M
TL
627
Tradewinds LLC
North Carolina
$3.02M
FIA
628
Foundations Investment Advisors
Arizona
$3.01M
BKA
629
Brick & Kyle Associates
Pennsylvania
$3M
WSFS
630
Wilmington Savings Fund Society
Delaware
$3M
WP
631
WealthShield Partners
North Carolina
$2.99M
SFS
632
Stiles Financial Services
Minnesota
$2.98M
ATPW
633
Ashton Thomas Private Wealth
Arizona
$2.98M
FDP
634
Financiere des Professionnels
Quebec, Canada
$2.95M
FB
635
Fulton Bank
Pennsylvania
$2.94M
APC
636
Aspire Private Capital
North Carolina
$2.94M
NGA
637
Naples Global Advisors
Florida
$2.93M
SIC
638
Shoker Investment Counsel
Ohio
$2.92M
CV
639
Counterweight Ventures
North Carolina
$2.91M
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$2.91M
MIM
641
Marshall Investment Management
Colorado
$2.88M
EWM
642
Evercore Wealth Management
New York
$2.88M
SG
643
StoneX Group
New York
$2.87M
SAM
644
Smartleaf Asset Management
Massachusetts
$2.87M
ET
645
Equitable Trust
Tennessee
$2.86M
LOPW
646
Live Oak Private Wealth
North Carolina
$2.84M
MWM
647
Moran Wealth Management
Florida
$2.83M
T. Rowe Price Investment Management
648
T. Rowe Price Investment Management
Maryland
$2.83M
MC
649
Machina Capital
France
$2.81M
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$2.8M