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