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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

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

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
LDB
701
Lee, Danner & Bass
Tennessee
$2.4M
GI
702
GAMMA Investing
California
$2.4M
CAC
703
Certified Advisory Corp
Florida
$2.4M
UOTTAIMCU
704
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.39M
OPA
705
Old Port Advisors
Maine
$2.38M
WS
706
Wedbush Securities
California
$2.38M
FTWA
707
Fifth Third Wealth Advisors
Ohio
$2.38M
Parallax Volatility Advisers
708
Parallax Volatility Advisers
California
$2.38M
CCP
709
Clarkston Capital Partners
Michigan
$2.37M
AC
710
AlphaCore Capital
California
$2.36M
LWA
711
Lineweaver Wealth Advisors
Ohio
$2.36M
VFA
712
Valeo Financial Advisors
Indiana
$2.35M
AFG
713
Atomi Financial Group
New York
$2.35M
SCP
714
Stamos Capital Partners
California
$2.34M
CBTWT
715
Community Bank & Trust (Waco, Texas)
Texas
$2.33M
AA
716
Armis Advisers
Georgia
$2.33M
MHI
717
Miller Howard Investments
New York
$2.32M
PMWMG
718
Parr McKnight Wealth Management Group
Minnesota
$2.31M
HCA
719
Harbor Capital Advisors
Illinois
$2.31M
JIP
720
Jaffetilchin Investment Partners
Florida
$2.3M
CWMS
721
Cannon Wealth Management Services
North Carolina
$2.3M
CFO
722
Callan Family Office
Pennsylvania
$2.29M
CFG
723
Citizens Financial Group
Rhode Island
$2.29M
IC
724
IEQ Capital
California
$2.29M
CIBC World Market
725
CIBC World Market
Ontario, Canada
$2.27M