DUK icon

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
MWA
726
MFA Wealth Advisors
Pennsylvania
$2.25M
SAG
727
SageView Advisory Group
California
$2.25M
GAFA
728
Garton & Associates Financial Advisors
Kentucky
$2.25M
PTC
729
Private Trust Company
Ohio
$2.24M
DIP
730
Davis Investment Partners
North Carolina
$2.24M
ITC
731
Inspire Trust Company
Nevada
$2.23M
WHG
732
Westwood Holdings Group
Texas
$2.23M
LNWTC
733
Laird Norton Wetherby Trust Company
Washington
$2.22M
PGF
734
Plan Group Financial
Oklahoma
$2.21M
NHC
735
Nicholas Hoffman & Company
Georgia
$2.21M
WA
736
Wealth Alliance
New York
$2.21M
MRP
737
Measured Risk Portfolios
California
$2.21M
WBC
738
Westpac Banking Corp
Australia
$2.2M
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$2.2M
DA
740
Dougherty & Associates
Florida
$2.19M
AA
741
Argent Advisors
Louisiana
$2.18M
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$2.18M
CNBT
743
Canandaigua National Bank & Trust
New York
$2.18M
AHIA
744
Andrew Hill Investment Advisors
Florida
$2.16M
SF
745
Summit Financial
New Jersey
$2.16M
LWA
746
Ledgewood Wealth Advisors
New Hampshire
$2.16M
SIM
747
Stratos Investment Management
Ohio
$2.15M
LA
748
LVW Advisors
New York
$2.13M
WWM
749
Wolff Wiese Magana
California
$2.13M
TWC
750
TD Waterhouse Canada
Ontario, Canada
$2.12M