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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
EFA
951
Edge Financial Advisors
Illinois
$1.3M
BRWA
952
B. Riley Wealth Advisors
Florida
$1.3M
CCP
953
Cassia Capital Partners
North Carolina
$1.29M
ClearBridge Investments
954
ClearBridge Investments
New York
$1.29M
RWM
955
Revisor Wealth Management
Ohio
$1.29M
MIA
956
MainStreet Investment Advisors
Illinois
$1.28M
IAS
957
Insigneo Advisory Services
Florida
$1.28M
FNFDCM
958
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.28M
NC
959
NovaPoint Capital
Georgia
$1.27M
WFS
960
Widmann Financial Services
Maryland
$1.27M
1SB
961
1ST Source Bank
Indiana
$1.27M
ILI
962
Invesco LLC (Illinois)
Illinois
$1.27M
FAMI
963
Fideuram Asset Management (Ireland)
$1.26M
BWP
964
Balboa Wealth Partners
Arizona
$1.26M
LF
965
LifePlan Financial
Minnesota
$1.26M
WPP
966
Whalerock Point Partners
Rhode Island
$1.26M
CI
967
Cherokee Insurance
Michigan
$1.25M
TTWM
968
TCV Trust & Wealth Management
Virginia
$1.25M
OFG
969
OmniStar Financial Group
North Carolina
$1.25M
FAM
970
Formidable Asset Management
Ohio
$1.25M
EGA
971
Eagle Global Advisors
Texas
$1.25M
FPL
972
Fortress Private Ledger
North Carolina
$1.24M
FCM
973
Fourpath Capital Management
Oklahoma
$1.24M
RF
974
Roxbury Financial
New Jersey
$1.23M
FCCM
975
First City Capital Management
Georgia
$1.23M