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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
FPAS
826
Focus Partners Advisor Solutions
Missouri
$1.74M
PPW
827
Parcion Private Wealth
Washington
$1.73M
IAN
828
Integrated Advisors Network
Texas
$1.73M
PWW
829
Pettyjohn Wood & White
Virginia
$1.72M
RWM
830
RKL Wealth Management
Pennsylvania
$1.72M
BSA
831
Bull Street Advisors
Georgia
$1.72M
BWM
832
BCS Wealth Management
Tennessee
$1.72M
CFB
833
Cullen/Frost Bankers
Texas
$1.72M
CAM
834
Cresset Asset Management
Illinois
$1.72M
CICI
835
Capital Investment Counsel Inc
North Carolina
$1.71M
RA
836
RFG Advisory
Alabama
$1.7M
EFG
837
Ethos Financial Group
Pennsylvania
$1.7M
PWP
838
Private Wealth Partners
California
$1.7M
BFO
839
Biltmore Family Office
North Carolina
$1.7M
CF
840
Convergence Financial
Missouri
$1.7M
WA
841
WealthTrust Axiom
Pennsylvania
$1.69M
MFP
842
Meridian Financial Partners
Virginia
$1.69M
VIA
843
Victrix Investment Advisors
Florida
$1.67M
CWS
844
Confluence Wealth Services
Pennsylvania
$1.67M
BHBT
845
Burke & Herbert Bank & Trust
Virginia
$1.67M
BL
846
BFSG LLC
California
$1.66M
NAM
847
NTV Asset Management
West Virginia
$1.66M
MCA
848
MSH Capital Advisors
Arizona
$1.66M
AWA
849
Aaron Wealth Advisors
Illinois
$1.65M
CI Investments Inc
850
CI Investments Inc
Ontario, Canada
$1.65M