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