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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
WCM
851
Weaver Capital Management
Georgia
$1.64M
PNC
852
Park National Corp
Ohio
$1.64M
MWM
853
Modern Wealth Management
Kansas
$1.62M
WDG
854
Wealth Dimensions Group
Ohio
$1.61M
AIA
855
Armor Investment Advisors
North Carolina
$1.61M
PMIA
856
Patrick Mauro Investment Advisor
Illinois
$1.61M
LAM
857
LOM Asset Management
$1.6M
CP
858
Cornerstone Planning
North Carolina
$1.6M
EWA
859
Exencial Wealth Advisors
Oklahoma
$1.6M
RFA
860
ROI Financial Advisors
Oregon
$1.59M
DWM
861
Dakota Wealth Management
Florida
$1.59M
HFM
862
Hartford Funds Management
Pennsylvania
$1.59M
VNIM
863
Vaughan Nelson Investment Management
Texas
$1.59M
TIA
864
Trust Investment Advisors
Indiana
$1.58M
TCOV
865
Trust Company of Vermont
Vermont
$1.58M
WJWM
866
Williams Jones Wealth Management
New York
$1.58M
MS
867
Maven Securities
Jersey
$1.58M
NL
868
NVWM LLC
Pennsylvania
$1.57M
FFN
869
Focus Financial Network
Minnesota
$1.57M
WG
870
Welch Group
Alabama
$1.57M
GSEP
871
Golden State Equity Partners
California
$1.57M
OWM
872
Orca Wealth Management
Florida
$1.57M
JCM
873
Jacobi Capital Management
Pennsylvania
$1.56M
First Manhattan
874
First Manhattan
New York
$1.56M
AOWM
875
Alpha Omega Wealth Management
Virginia
$1.55M