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