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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
UCB
826
United Community Bank
South Carolina
$1.77M
GWA
827
Gibson Wealth Advisors
Texas
$1.76M
PCG
828
Prosperity Consulting Group
Maryland
$1.76M
RC
829
Rahlfs Capital
Texas
$1.76M
CLGM
830
Capitolis Liquid Global Markets
New York
$1.74M
GAM
831
Grandview Asset Management
Pennsylvania
$1.74M
FPAS
832
Focus Partners Advisor Solutions
Missouri
$1.74M
PPW
833
Parcion Private Wealth
Washington
$1.73M
IAN
834
Integrated Advisors Network
Texas
$1.73M
PWW
835
Pettyjohn Wood & White
Virginia
$1.72M
RWM
836
RKL Wealth Management
Pennsylvania
$1.72M
BSA
837
Bull Street Advisors
Georgia
$1.72M
BWM
838
BCS Wealth Management
Tennessee
$1.72M
CFB
839
Cullen/Frost Bankers
Texas
$1.72M
CAM
840
Cresset Asset Management
Illinois
$1.72M
CICI
841
Capital Investment Counsel Inc
North Carolina
$1.71M
RA
842
RFG Advisory
Alabama
$1.7M
EFG
843
Ethos Financial Group
Pennsylvania
$1.7M
PWP
844
Private Wealth Partners
California
$1.7M
BFO
845
Biltmore Family Office
North Carolina
$1.7M
CF
846
Convergence Financial
Missouri
$1.7M
WA
847
WealthTrust Axiom
Pennsylvania
$1.69M
MFP
848
Meridian Financial Partners
Virginia
$1.69M
VIA
849
Victrix Investment Advisors
Florida
$1.67M
CWS
850
Confluence Wealth Services
Pennsylvania
$1.67M