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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
WS
701
Wedbush Securities
California
$2.38M
FTWA
702
Fifth Third Wealth Advisors
Ohio
$2.38M
Parallax Volatility Advisers
703
Parallax Volatility Advisers
California
$2.38M
CCP
704
Clarkston Capital Partners
Michigan
$2.37M
AC
705
AlphaCore Capital
California
$2.36M
LWA
706
Lineweaver Wealth Advisors
Ohio
$2.36M
VFA
707
Valeo Financial Advisors
Indiana
$2.35M
AFG
708
Atomi Financial Group
New York
$2.35M
SCP
709
Stamos Capital Partners
California
$2.34M
CBTWT
710
Community Bank & Trust (Waco, Texas)
Texas
$2.33M
MHI
711
Miller Howard Investments
New York
$2.32M
PMWMG
712
Parr McKnight Wealth Management Group
Minnesota
$2.31M
HCA
713
Harbor Capital Advisors
Illinois
$2.31M
JIP
714
Jaffetilchin Investment Partners
Florida
$2.3M
CWMS
715
Cannon Wealth Management Services
North Carolina
$2.3M
CFO
716
Callan Family Office
Pennsylvania
$2.29M
CFG
717
Citizens Financial Group
Rhode Island
$2.29M
IC
718
IEQ Capital
California
$2.29M
CIBC World Market
719
CIBC World Market
Ontario, Canada
$2.27M
AAMA
720
Advanced Asset Management Advisors
Ohio
$2.27M
MWA
721
MFA Wealth Advisors
Pennsylvania
$2.25M
SAG
722
SageView Advisory Group
California
$2.25M
GAFA
723
Garton & Associates Financial Advisors
Kentucky
$2.25M
PTC
724
Private Trust Company
Ohio
$2.24M
DIP
725
Davis Investment Partners
North Carolina
$2.24M