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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
AAS
801
Ameritas Advisory Services
Nebraska
$1.84M
AIA
802
AssuredPartners Investment Advisors
Florida
$1.84M
JWM
803
Jeppson Wealth Management
California
$1.83M
AW
804
Alchemi Wealth
Connecticut
$1.83M
MB
805
MidFirst Bank
Oklahoma
$1.83M
CC
806
Cornerstone Capital
California
$1.83M
RWM
807
Ritholtz Wealth Management
New York
$1.83M
MWM
808
Mission Wealth Management
California
$1.81M
SGCA
809
Steel Grove Capital Advisors
Tennessee
$1.81M
CHC
810
City Holding Co
West Virginia
$1.81M
TCOTS
811
Trust Company of the South
North Carolina
$1.8M
FNT
812
First National Trust
Pennsylvania
$1.8M
SP
813
Successful Portfolios
Florida
$1.8M
PWM
814
Perigon Wealth Management
California
$1.8M
WPC
815
Wedmont Private Capital
Pennsylvania
$1.79M
IIM
816
InTrack Investment Management
Vermont
$1.79M
CRC
817
Curi RMB Capital
Illinois
$1.78M
SOS
818
Silver Oak Securities
Tennessee
$1.78M
EI
819
Ethic Inc
New York
$1.78M
UCB
820
United Community Bank
South Carolina
$1.77M
GWA
821
Gibson Wealth Advisors
Texas
$1.76M
PCG
822
Prosperity Consulting Group
Maryland
$1.76M
RC
823
Rahlfs Capital
Texas
$1.76M
CLGM
824
Capitolis Liquid Global Markets
New York
$1.74M
GAM
825
Grandview Asset Management
Pennsylvania
$1.74M