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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
AWA
851
Aaron Wealth Advisors
Illinois
$1.65M
CI Investments Inc
852
CI Investments Inc
Ontario, Canada
$1.65M
WCM
853
Weaver Capital Management
Georgia
$1.64M
PNC
854
Park National Corp
Ohio
$1.64M
MWM
855
Modern Wealth Management
Kansas
$1.62M
WDG
856
Wealth Dimensions Group
Ohio
$1.61M
AIA
857
Armor Investment Advisors
North Carolina
$1.61M
PMIA
858
Patrick Mauro Investment Advisor
Illinois
$1.61M
LAM
859
LOM Asset Management
$1.6M
CP
860
Cornerstone Planning
North Carolina
$1.6M
EWA
861
Exencial Wealth Advisors
Oklahoma
$1.6M
RFA
862
ROI Financial Advisors
Oregon
$1.59M
DWM
863
Dakota Wealth Management
Florida
$1.59M
HFM
864
Hartford Funds Management
Pennsylvania
$1.59M
VNIM
865
Vaughan Nelson Investment Management
Texas
$1.59M
TIA
866
Trust Investment Advisors
Indiana
$1.58M
TCOV
867
Trust Company of Vermont
Vermont
$1.58M
WJWM
868
Williams Jones Wealth Management
New York
$1.58M
MS
869
Maven Securities
Jersey
$1.58M
NL
870
NVWM LLC
Pennsylvania
$1.57M
FFN
871
Focus Financial Network
Minnesota
$1.57M
WG
872
Welch Group
Alabama
$1.57M
GSEP
873
Golden State Equity Partners
California
$1.57M
OWM
874
Orca Wealth Management
Florida
$1.57M
JCM
875
Jacobi Capital Management
Pennsylvania
$1.56M