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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
CWP
901
Concord Wealth Partners
Virginia
$1.47M
PFM
902
Premier Fund Managers
United Kingdom
$1.47M
VFA
903
Voya Financial Advisors
Connecticut
$1.47M
RBA
904
Richard Bernstein Advisors
New York
$1.46M
DW30
905
Drucker Wealth 3.0
New Jersey
$1.46M
SHF
906
Safe Harbor Fiduciary
Florida
$1.46M
CAM
907
Columbia Asset Management
Michigan
$1.46M
DA
908
Doliver Advisors
Texas
$1.46M
ACG
909
Allen Capital Group
Nebraska
$1.45M
PG
910
Patten Group
Tennessee
$1.45M
EARNEST Partners
911
EARNEST Partners
Georgia
$1.44M
PIM
912
Pullen Investment Management
Florida
$1.44M
CA
913
Continuum Advisory
Idaho
$1.44M
SFA
914
Souders Financial Advisors
Ohio
$1.44M
TG
915
TCW Group
California
$1.43M
CIC
916
Cornercap Investment Counsel
Georgia
$1.43M
PIM
917
Penobscot Investment Management
Massachusetts
$1.42M
ZIC
918
ZWJ Investment Counsel
Georgia
$1.41M
BFS
919
Burkett Financial Services
South Carolina
$1.41M
MW
920
MBL Wealth
North Carolina
$1.41M
EM
921
Excalibur Management
Massachusetts
$1.41M
VAS
922
Vestmark Advisory Solutions
Massachusetts
$1.41M
B
923
Bellecapital
Switzerland
$1.4M
CIC
924
Carnegie Investment Counsel
Ohio
$1.4M
D.E. Shaw & Co
925
D.E. Shaw & Co
New York
$1.4M