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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
RWM
826
RKL Wealth Management
Pennsylvania
$1.72M
BSA
827
Bull Street Advisors
Georgia
$1.72M
BWM
828
BCS Wealth Management
Tennessee
$1.72M
CFB
829
Cullen/Frost Bankers
Texas
$1.72M
CAM
830
Cresset Asset Management
Illinois
$1.72M
CICI
831
Capital Investment Counsel Inc
North Carolina
$1.71M
RA
832
RFG Advisory
Alabama
$1.7M
EFG
833
Ethos Financial Group
Pennsylvania
$1.7M
PWP
834
Private Wealth Partners
California
$1.7M
BFO
835
Biltmore Family Office
North Carolina
$1.7M
CF
836
Convergence Financial
Missouri
$1.7M
WA
837
WealthTrust Axiom
Pennsylvania
$1.69M
MFP
838
Meridian Financial Partners
Virginia
$1.69M
VIA
839
Victrix Investment Advisors
Florida
$1.67M
CWS
840
Confluence Wealth Services
Pennsylvania
$1.67M
BHBT
841
Burke & Herbert Bank & Trust
Virginia
$1.67M
BL
842
BFSG LLC
California
$1.66M
NAM
843
NTV Asset Management
West Virginia
$1.66M
MCA
844
MSH Capital Advisors
Arizona
$1.66M
AWA
845
Aaron Wealth Advisors
Illinois
$1.65M
CI Investments Inc
846
CI Investments Inc
Ontario, Canada
$1.65M
WCM
847
Weaver Capital Management
Georgia
$1.64M
PNC
848
Park National Corp
Ohio
$1.64M
MWM
849
Modern Wealth Management
Kansas
$1.62M
WDG
850
Wealth Dimensions Group
Ohio
$1.61M