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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
AIA
851
Armor Investment Advisors
North Carolina
$1.61M
PMIA
852
Patrick Mauro Investment Advisor
Illinois
$1.61M
LAM
853
LOM Asset Management
$1.6M
EWA
854
Exencial Wealth Advisors
Oklahoma
$1.6M
RFA
855
ROI Financial Advisors
Oregon
$1.59M
DWM
856
Dakota Wealth Management
Florida
$1.59M
HFM
857
Hartford Funds Management
Pennsylvania
$1.59M
VNIM
858
Vaughan Nelson Investment Management
Texas
$1.59M
TIA
859
Trust Investment Advisors
Indiana
$1.58M
TCOV
860
Trust Company of Vermont
Vermont
$1.58M
WJWM
861
Williams Jones Wealth Management
New York
$1.58M
MS
862
Maven Securities
Jersey
$1.58M
NL
863
NVWM LLC
Pennsylvania
$1.57M
FFN
864
Focus Financial Network
Minnesota
$1.57M
WG
865
Welch Group
Alabama
$1.57M
GSEP
866
Golden State Equity Partners
California
$1.57M
OWM
867
Orca Wealth Management
Florida
$1.57M
JCM
868
Jacobi Capital Management
Pennsylvania
$1.56M
First Manhattan
869
First Manhattan
New York
$1.56M
AOWM
870
Alpha Omega Wealth Management
Virginia
$1.55M
MBTD
871
Mechanics Bank - Trust Department
California
$1.55M
DT
872
Diversified Trust
Tennessee
$1.55M
IWC
873
Integrated Wealth Concepts
Massachusetts
$1.55M
NCM
874
Novare Capital Management
North Carolina
$1.55M
Aviva
875
Aviva
United Kingdom
$1.55M