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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
IIM
776
Ipswich Investment Management
Massachusetts
$1.98M
MMPW
777
Mitchell McLeod Pugh & Williams
Alabama
$1.98M
GIC
778
Generali Investments CEE
Czech Republic
$1.97M
CTA
779
Clear Trail Advisors
Texas
$1.97M
AW
780
Alaethes Wealth
Nevada
$1.96M
HWMO
781
Heritage Wealth Management (Ohio)
Ohio
$1.95M
GLLW
782
Graves Light Lenhart Wealth
Virginia
$1.95M
AO
783
Advisor OS
Illinois
$1.94M
MGWM
784
Marks Group Wealth Management
Minnesota
$1.92M
EFS
785
Essex Financial Services
Connecticut
$1.92M
OCM
786
Orleans Capital Management
Louisiana
$1.9M
OHWP
787
Oak Harbor Wealth Partners
North Carolina
$1.9M
AA
788
Advisory Alpha
Michigan
$1.9M
Allianz Asset Management
789
Allianz Asset Management
Germany
$1.9M
CK
790
Cohen Klingenstein
New York
$1.9M
NWM
791
Northcape Wealth Management
New York
$1.89M
PWP
792
Precedent Wealth Partners
Texas
$1.89M
MWM
793
Meridian Wealth Management
Kentucky
$1.88M
BFS
794
Bradley Foster & Sargent
Connecticut
$1.88M
CWM
795
Cornerstone Wealth Management
Missouri
$1.87M
SF
796
Symphony Financial
Texas
$1.86M
NS
797
NBC Securities
Alabama
$1.86M
BMSSC
798
B. Metzler seel. Sohn & Co
Germany
$1.86M
BI
799
Ballast Inc
Kentucky
$1.85M
AF
800
AGP Franklin
Tennessee
$1.85M