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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
NS
801
NBC Securities
Alabama
$1.86M
BMSSC
802
B. Metzler seel. Sohn & Co
Germany
$1.86M
BI
803
Ballast Inc
Kentucky
$1.85M
AF
804
AGP Franklin
Tennessee
$1.85M
AAS
805
Ameritas Advisory Services
Nebraska
$1.84M
AIA
806
AssuredPartners Investment Advisors
Florida
$1.84M
JWM
807
Jeppson Wealth Management
California
$1.83M
AW
808
Alchemi Wealth
Connecticut
$1.83M
MB
809
MidFirst Bank
Oklahoma
$1.83M
JRPIM
810
Journey Retirement Planning & Investment Management
Idaho
$1.83M
CC
811
Cornerstone Capital
California
$1.83M
RWM
812
Ritholtz Wealth Management
New York
$1.83M
MWM
813
Mission Wealth Management
California
$1.81M
SGCA
814
Steel Grove Capital Advisors
Tennessee
$1.81M
CHC
815
City Holding Co
West Virginia
$1.81M
TCOTS
816
Trust Company of the South
North Carolina
$1.8M
FNT
817
First National Trust
Pennsylvania
$1.8M
SP
818
Successful Portfolios
Florida
$1.8M
PWM
819
Perigon Wealth Management
California
$1.8M
WPC
820
Wedmont Private Capital
Pennsylvania
$1.79M
IIM
821
InTrack Investment Management
Vermont
$1.79M
CRC
822
Curi RMB Capital
Illinois
$1.78M
SOS
823
Silver Oak Securities
Tennessee
$1.78M
EI
824
Ethic Inc
New York
$1.78M
CFWMA
825
Center for Wealth Management Advisory
Ohio
$1.77M