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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
CC
801
Cornerstone Capital
California
$1.83M
RWM
802
Ritholtz Wealth Management
New York
$1.83M
MWM
803
Mission Wealth Management
California
$1.81M
SGCA
804
Steel Grove Capital Advisors
Tennessee
$1.81M
CHC
805
City Holding Co
West Virginia
$1.81M
TCOTS
806
Trust Company of the South
North Carolina
$1.8M
FNT
807
First National Trust
Pennsylvania
$1.8M
SP
808
Successful Portfolios
Florida
$1.8M
PWM
809
Perigon Wealth Management
California
$1.8M
WPC
810
Wedmont Private Capital
Pennsylvania
$1.79M
IIM
811
InTrack Investment Management
Vermont
$1.79M
CRC
812
Curi RMB Capital
Illinois
$1.78M
SOS
813
Silver Oak Securities
Tennessee
$1.78M
EI
814
Ethic Inc
New York
$1.78M
UCB
815
United Community Bank
South Carolina
$1.77M
GWA
816
Gibson Wealth Advisors
Texas
$1.76M
PCG
817
Prosperity Consulting Group
Maryland
$1.76M
RC
818
Rahlfs Capital
Texas
$1.76M
CLGM
819
Capitolis Liquid Global Markets
New York
$1.74M
CLGML
820
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$1.74M
GAM
821
Grandview Asset Management
Pennsylvania
$1.74M
FPAS
822
Focus Partners Advisor Solutions
Missouri
$1.74M
PPW
823
Parcion Private Wealth
Washington
$1.73M
IAN
824
Integrated Advisors Network
Texas
$1.73M
PWW
825
Pettyjohn Wood & White
Virginia
$1.72M