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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 1,006 increasing their positions, 824 reducing their positions, and 145 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
MCM
626
Mill Capital Management
North Carolina
$3.05M
LWL
627
Leo Wealth LLC
Texas
$3.04M
FSA
628
Franklin Street Advisors
North Carolina
$3.02M
RP
629
Rowlandmiller & Partners
Georgia
$3.02M
TL
630
Tradewinds LLC
North Carolina
$3.02M
FIA
631
Foundations Investment Advisors
Arizona
$3.01M
BKA
632
Brick & Kyle Associates
Pennsylvania
$3M
WSFS
633
Wilmington Savings Fund Society
Delaware
$3M
WP
634
WealthShield Partners
North Carolina
$2.99M
SFS
635
Stiles Financial Services
Minnesota
$2.98M
ATPW
636
Ashton Thomas Private Wealth
Arizona
$2.98M
FDP
637
Financiere des Professionnels
Quebec, Canada
$2.95M
FB
638
Fulton Bank
Pennsylvania
$2.94M
APC
639
Aspire Private Capital
North Carolina
$2.94M
NGA
640
Naples Global Advisors
Florida
$2.93M
SIC
641
Shoker Investment Counsel
Ohio
$2.92M
CV
642
Counterweight Ventures
North Carolina
$2.91M
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$2.91M
MIM
644
Marshall Investment Management
Colorado
$2.88M
EWM
645
Evercore Wealth Management
New York
$2.88M
SG
646
StoneX Group
New York
$2.87M
SAM
647
Smartleaf Asset Management
Massachusetts
$2.87M
ET
648
Equitable Trust
Tennessee
$2.86M
LOPW
649
Live Oak Private Wealth
North Carolina
$2.84M
MWM
650
Moran Wealth Management
Florida
$2.83M