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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
LWM
926
LongView Wealth Management
Georgia
$1.38M
CTA
927
Chesley Taft & Associates
Illinois
$1.38M
CAMV
928
Concord Asset Management (Virginia)
Virginia
$1.38M
SAI
929
Savvy Advisors Inc
New York
$1.37M
VA
930
Valmark Advisers
Ohio
$1.35M
SC
931
Scotia Capital
Ontario, Canada
$1.35M
LIA
932
LS Investment Advisors
Michigan
$1.34M
LC
933
LCNB Corp
Ohio
$1.34M
PWP
934
Phillips Wealth Planners
Mississippi
$1.34M
NW
935
NewEdge Wealth
Pennsylvania
$1.33M
AFP
936
Ausdal Financial Partners
Iowa
$1.33M
GSB
937
Greenfield Savings Bank
Massachusetts
$1.33M
TC
938
TownSquare Capital
Utah
$1.33M
SWM
939
Segment Wealth Management
Texas
$1.33M
CCAM
940
Cascades Capital Asset Management
North Carolina
$1.33M
BHA
941
Beech Hill Advisors
New York
$1.33M
TPA
942
Trivium Point Advisory
Connecticut
$1.32M
AC
943
AXQ Capital
New Jersey
$1.32M
SOAM
944
SBI Okasan Asset Management
Japan
$1.32M
KFGK
945
Keystone Financial Group (Kentucky)
Kentucky
$1.32M
LWP
946
LMG Wealth Partners
Louisiana
$1.32M
OF
947
Outfitter Financial
Maine
$1.31M
PA
948
Parallel Advisors
California
$1.31M
CS
949
Candriam SCA
Luxembourg
$1.31M
BO
950
Bank OZK
Arkansas
$1.31M