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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
TI
626
Tidal Investments
Wisconsin
$3.05M
LCM
627
Logan Capital Management
Pennsylvania
$3.05M
MCM
628
Mill Capital Management
North Carolina
$3.05M
LWL
629
Leo Wealth LLC
Texas
$3.04M
FSA
630
Franklin Street Advisors
North Carolina
$3.02M
RP
631
Rowlandmiller & Partners
Georgia
$3.02M
TL
632
Tradewinds LLC
North Carolina
$3.02M
FIA
633
Foundations Investment Advisors
Arizona
$3.01M
BKA
634
Brick & Kyle Associates
Pennsylvania
$3M
WSFS
635
Wilmington Savings Fund Society
Delaware
$3M
WP
636
WealthShield Partners
North Carolina
$2.99M
SFS
637
Stiles Financial Services
Minnesota
$2.98M
ATPW
638
Ashton Thomas Private Wealth
Arizona
$2.98M
FDP
639
Financiere des Professionnels
Quebec, Canada
$2.95M
FB
640
Fulton Bank
Pennsylvania
$2.94M
APC
641
Aspire Private Capital
North Carolina
$2.94M
NGA
642
Naples Global Advisors
Florida
$2.93M
SIC
643
Shoker Investment Counsel
Ohio
$2.92M
CV
644
Counterweight Ventures
North Carolina
$2.91M
NMIMC
645
Northwestern Mutual Investment Management Company
Wisconsin
$2.91M
MIM
646
Marshall Investment Management
Colorado
$2.88M
EWM
647
Evercore Wealth Management
New York
$2.88M
SG
648
StoneX Group
New York
$2.87M
SAM
649
Smartleaf Asset Management
Massachusetts
$2.87M
ET
650
Equitable Trust
Tennessee
$2.86M