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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
BHBT
851
Burke & Herbert Bank & Trust
Virginia
$1.67M
BL
852
BFSG LLC
California
$1.66M
NAM
853
NTV Asset Management
West Virginia
$1.66M
MCA
854
MSH Capital Advisors
Arizona
$1.66M
AWA
855
Aaron Wealth Advisors
Illinois
$1.65M
CI Investments Inc
856
CI Investments Inc
Ontario, Canada
$1.65M
WCM
857
Weaver Capital Management
Georgia
$1.64M
PNC
858
Park National Corp
Ohio
$1.64M
MWM
859
Modern Wealth Management
Kansas
$1.62M
WDG
860
Wealth Dimensions Group
Ohio
$1.61M
AIA
861
Armor Investment Advisors
North Carolina
$1.61M
PMIA
862
Patrick Mauro Investment Advisor
Illinois
$1.61M
LAM
863
LOM Asset Management
$1.6M
CP
864
Cornerstone Planning
North Carolina
$1.6M
EWA
865
Exencial Wealth Advisors
Oklahoma
$1.6M
RFA
866
ROI Financial Advisors
Oregon
$1.59M
DWM
867
Dakota Wealth Management
Florida
$1.59M
HFM
868
Hartford Funds Management
Pennsylvania
$1.59M
VNIM
869
Vaughan Nelson Investment Management
Texas
$1.59M
TIA
870
Trust Investment Advisors
Indiana
$1.58M
TCOV
871
Trust Company of Vermont
Vermont
$1.58M
WJWM
872
Williams Jones Wealth Management
New York
$1.58M
MS
873
Maven Securities
Jersey
$1.58M
NL
874
NVWM LLC
Pennsylvania
$1.57M
FFN
875
Focus Financial Network
Minnesota
$1.57M