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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
CC
776
Courier Capital
New York
$2.01M
SMC
777
Smith, Moore & Co
Missouri
$2.01M
KTM
778
Keeler Thomas Management
Utah
$2M
LCOV
779
London Company of Virginia
Virginia
$1.99M
IIM
780
Ipswich Investment Management
Massachusetts
$1.98M
MMPW
781
Mitchell McLeod Pugh & Williams
Alabama
$1.98M
GIC
782
Generali Investments CEE
Czech Republic
$1.97M
CTA
783
Clear Trail Advisors
Texas
$1.97M
AW
784
Alaethes Wealth
Nevada
$1.96M
HWMO
785
Heritage Wealth Management (Ohio)
Ohio
$1.95M
GLLW
786
Graves Light Lenhart Wealth
Virginia
$1.95M
AO
787
Advisor OS
Illinois
$1.94M
MGWM
788
Marks Group Wealth Management
Minnesota
$1.92M
EFS
789
Essex Financial Services
Connecticut
$1.92M
OCM
790
Orleans Capital Management
Louisiana
$1.9M
OHWP
791
Oak Harbor Wealth Partners
North Carolina
$1.9M
AA
792
Advisory Alpha
Michigan
$1.9M
Allianz Asset Management
793
Allianz Asset Management
Germany
$1.9M
CK
794
Cohen Klingenstein
New York
$1.9M
NWM
795
Northcape Wealth Management
New York
$1.89M
PWP
796
Precedent Wealth Partners
Texas
$1.89M
MWM
797
Meridian Wealth Management
Kentucky
$1.88M
BFS
798
Bradley Foster & Sargent
Connecticut
$1.88M
CWM
799
Cornerstone Wealth Management
Missouri
$1.87M
SF
800
Symphony Financial
Texas
$1.86M