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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
ITC
726
Inspire Trust Company
Nevada
$2.23M
WHG
727
Westwood Holdings Group
Texas
$2.23M
LNWTC
728
Laird Norton Wetherby Trust Company
Washington
$2.22M
PGF
729
Plan Group Financial
Oklahoma
$2.21M
NHC
730
Nicholas Hoffman & Company
Georgia
$2.21M
WA
731
Wealth Alliance
New York
$2.21M
MRP
732
Measured Risk Portfolios
California
$2.21M
WBC
733
Westpac Banking Corp
Australia
$2.2M
CLOS
734
Compagnie Lombard Odier SCmA
Switzerland
$2.2M
DA
735
Dougherty & Associates
Florida
$2.19M
AA
736
Argent Advisors
Louisiana
$2.18M
FMWA
737
Forvis Mazars Wealth Advisors
Missouri
$2.18M
CNBT
738
Canandaigua National Bank & Trust
New York
$2.18M
AHIA
739
Andrew Hill Investment Advisors
Florida
$2.16M
SF
740
Summit Financial
New Jersey
$2.16M
LWA
741
Ledgewood Wealth Advisors
New Hampshire
$2.16M
SIM
742
Stratos Investment Management
Ohio
$2.15M
LA
743
LVW Advisors
New York
$2.13M
WWM
744
Wolff Wiese Magana
California
$2.13M
TWC
745
TD Waterhouse Canada
Ontario, Canada
$2.12M
MSA
746
Marino Stram & Associates
Massachusetts
$2.12M
IAP
747
Indie Asset Partners
Indiana
$2.1M
BCP
748
Berkeley Capital Partners
Georgia
$2.1M
DGM
749
Delta Global Management
New York
$2.1M
RB
750
Rodgers Brothers
Pennsylvania
$2.1M