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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
FC
1001
FCA Corp
Texas
$1.14M
TCBWMS
1002
Texas Capital Bank Wealth Management Services
Texas
$1.14M
GC
1003
Grimes & Company
Massachusetts
$1.12M
RA
1004
Ransom Advisory
Rhode Island
$1.12M
CFCI
1005
Comprehensive Financial Consultants Institutional
Indiana
$1.12M
KWA
1006
Kellett Wealth Advisors
Ohio
$1.12M
CI
1007
CX Institutional
Indiana
$1.11M
SGI
1008
Summit Global Investments
Utah
$1.11M
BAM
1009
Belpointe Asset Management
Nevada
$1.1M
DB
1010
Danske Bank
Denmark
$1.1M
APG
1011
Abacus Planning Group
South Carolina
$1.1M
RFA
1012
Rollins Financial Advisors
New York
$1.1M
SC
1013
Syon Capital
California
$1.09M
APL
1014
ADVISORTRUST PARTNERS, LLC
North Carolina
$1.09M
SCI
1015
Stableford Capital II
Arizona
$1.09M
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
$1.09M
KFS
1017
Keynote Financial Services
Connecticut
$1.08M
EPM
1018
Elm Partners Management
Pennsylvania
$1.08M
FNBOO
1019
First National Bank of Omaha
Nebraska
$1.08M
VAM
1020
Verity Asset Management
North Carolina
$1.08M
BPWM
1021
BCS Private Wealth Management
New Jersey
$1.08M
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
AB
1023
Atlas Brown
Kentucky
$1.08M
RAG
1024
RIA Advisory Group
Iowa
$1.08M
EWM
1025
Evermay Wealth Management
Virginia
$1.07M