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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
IC
726
IEQ Capital
California
$2.29M
CIBC World Market
727
CIBC World Market
Ontario, Canada
$2.27M
AAMA
728
Advanced Asset Management Advisors
Ohio
$2.27M
MWA
729
MFA Wealth Advisors
Pennsylvania
$2.25M
SAG
730
SageView Advisory Group
California
$2.25M
GAFA
731
Garton & Associates Financial Advisors
Kentucky
$2.25M
PTC
732
Private Trust Company
Ohio
$2.24M
DIP
733
Davis Investment Partners
North Carolina
$2.24M
ITC
734
Inspire Trust Company
Nevada
$2.23M
WHG
735
Westwood Holdings Group
Texas
$2.23M
LNWTC
736
Laird Norton Wetherby Trust Company
Washington
$2.22M
PGF
737
Plan Group Financial
Oklahoma
$2.21M
NHC
738
Nicholas Hoffman & Company
Georgia
$2.21M
WA
739
Wealth Alliance
New York
$2.21M
MRP
740
Measured Risk Portfolios
California
$2.21M
WBC
741
Westpac Banking Corp
Australia
$2.2M
CLOS
742
Compagnie Lombard Odier SCmA
Switzerland
$2.2M
DA
743
Dougherty & Associates
Florida
$2.19M
AA
744
Argent Advisors
Louisiana
$2.18M
FMWA
745
Forvis Mazars Wealth Advisors
Missouri
$2.18M
CNBT
746
Canandaigua National Bank & Trust
New York
$2.18M
AHIA
747
Andrew Hill Investment Advisors
Florida
$2.16M
SF
748
Summit Financial
New Jersey
$2.16M
LWA
749
Ledgewood Wealth Advisors
New Hampshire
$2.16M
BFG
750
Brandywine Financial Group
Tennessee
$2.15M