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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
HWMO
776
Heritage Wealth Management (Ohio)
Ohio
$1.95M
GLLW
777
Graves Light Lenhart Wealth
Virginia
$1.95M
AO
778
Advisor OS
Illinois
$1.94M
MGWM
779
Marks Group Wealth Management
Minnesota
$1.92M
EFS
780
Essex Financial Services
Connecticut
$1.92M
OCM
781
Orleans Capital Management
Louisiana
$1.9M
OHWP
782
Oak Harbor Wealth Partners
North Carolina
$1.9M
AA
783
Advisory Alpha
Michigan
$1.9M
Allianz Asset Management
784
Allianz Asset Management
Germany
$1.9M
CK
785
Cohen Klingenstein
New York
$1.9M
NWM
786
Northcape Wealth Management
New York
$1.89M
PWP
787
Precedent Wealth Partners
Texas
$1.89M
MWM
788
Meridian Wealth Management
Kentucky
$1.88M
BFS
789
Bradley Foster & Sargent
Connecticut
$1.88M
CWM
790
Cornerstone Wealth Management
Missouri
$1.87M
SF
791
Symphony Financial
Texas
$1.86M
NS
792
NBC Securities
Alabama
$1.86M
BMSSC
793
B. Metzler seel. Sohn & Co
Germany
$1.86M
BI
794
Ballast Inc
Kentucky
$1.85M
AF
795
AGP Franklin
Tennessee
$1.85M
AAS
796
Ameritas Advisory Services
Nebraska
$1.84M
AIA
797
AssuredPartners Investment Advisors
Florida
$1.84M
JWM
798
Jeppson Wealth Management
California
$1.83M
AW
799
Alchemi Wealth
Connecticut
$1.83M
MB
800
MidFirst Bank
Oklahoma
$1.83M