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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
SOAM
951
SBI Okasan Asset Management
Japan
$1.32M
KFGK
952
Keystone Financial Group (Kentucky)
Kentucky
$1.32M
LWP
953
LMG Wealth Partners
Louisiana
$1.32M
OF
954
Outfitter Financial
Maine
$1.31M
PA
955
Parallel Advisors
California
$1.31M
CS
956
Candriam SCA
Luxembourg
$1.31M
BO
957
Bank OZK
Arkansas
$1.31M
EFA
958
Edge Financial Advisors
Illinois
$1.3M
BRWA
959
B. Riley Wealth Advisors
Florida
$1.3M
CCP
960
Cassia Capital Partners
North Carolina
$1.29M
ClearBridge Investments
961
ClearBridge Investments
New York
$1.29M
RWM
962
Revisor Wealth Management
Ohio
$1.29M
MIA
963
MainStreet Investment Advisors
Illinois
$1.28M
IAS
964
Insigneo Advisory Services
Florida
$1.28M
FNFDCM
965
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.28M
NC
966
NovaPoint Capital
Georgia
$1.27M
WFS
967
Widmann Financial Services
Maryland
$1.27M
1SB
968
1ST Source Bank
Indiana
$1.27M
ILI
969
Invesco LLC (Illinois)
Illinois
$1.27M
FAMI
970
Fideuram Asset Management (Ireland)
$1.26M
BWP
971
Balboa Wealth Partners
Arizona
$1.26M
LF
972
LifePlan Financial
Minnesota
$1.26M
WPP
973
Whalerock Point Partners
Rhode Island
$1.26M
CI
974
Cherokee Insurance
Michigan
$1.25M
TTWM
975
TCV Trust & Wealth Management
Virginia
$1.25M