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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
EFG
926
Everhart Financial Group
Ohio
$1.4M
HAM
927
Harmony Asset Management
Arizona
$1.4M
FCB
928
First County Bank
Connecticut
$1.39M
MAM
929
Mystic Asset Management
Rhode Island
$1.39M
CA
930
Claro Advisors
Massachusetts
$1.38M
LWM
931
LongView Wealth Management
Georgia
$1.38M
CTA
932
Chesley Taft & Associates
Illinois
$1.38M
CAMV
933
Concord Asset Management (Virginia)
Virginia
$1.38M
SAI
934
Savvy Advisors Inc
New York
$1.37M
VA
935
Valmark Advisers
Ohio
$1.35M
SC
936
Scotia Capital
Ontario, Canada
$1.35M
LIA
937
LS Investment Advisors
Michigan
$1.34M
LC
938
LCNB Corp
Ohio
$1.34M
PWP
939
Phillips Wealth Planners
Mississippi
$1.34M
NW
940
NewEdge Wealth
Pennsylvania
$1.33M
AFP
941
Ausdal Financial Partners
Iowa
$1.33M
GSB
942
Greenfield Savings Bank
Massachusetts
$1.33M
TC
943
TownSquare Capital
Utah
$1.33M
SWM
944
Segment Wealth Management
Texas
$1.33M
CCAM
945
Cascades Capital Asset Management
North Carolina
$1.33M
BHA
946
Beech Hill Advisors
New York
$1.33M
TPA
947
Trivium Point Advisory
Connecticut
$1.32M
AC
948
AXQ Capital
New Jersey
$1.32M
SOAM
949
SBI Okasan Asset Management
Japan
$1.32M
KFGK
950
Keystone Financial Group (Kentucky)
Kentucky
$1.32M