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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
MG
1001
Mather Group
Illinois
$1.15M
PWM
1002
Pines Wealth Management
North Carolina
$1.15M
CT
1003
Chicago Trust
Illinois
$1.15M
KCPG
1004
Kavar Capital Partners Group
Kansas
$1.15M
MIM
1005
Moseley Investment Management
Florida
$1.14M
FC
1006
FCA Corp
Texas
$1.14M
TCBWMS
1007
Texas Capital Bank Wealth Management Services
Texas
$1.14M
GC
1008
Grimes & Company
Massachusetts
$1.12M
RA
1009
Ransom Advisory
Rhode Island
$1.12M
CFCI
1010
Comprehensive Financial Consultants Institutional
Indiana
$1.12M
KWA
1011
Kellett Wealth Advisors
Ohio
$1.12M
CI
1012
CX Institutional
Indiana
$1.11M
SGI
1013
Summit Global Investments
Utah
$1.11M
BAM
1014
Belpointe Asset Management
Nevada
$1.1M
DB
1015
Danske Bank
Denmark
$1.1M
APG
1016
Abacus Planning Group
South Carolina
$1.1M
RFA
1017
Rollins Financial Advisors
New York
$1.1M
SC
1018
Syon Capital
California
$1.09M
AP
1019
Advisortrust Partners
North Carolina
$1.09M
SCI
1020
Stableford Capital II
Arizona
$1.09M
PFSC
1021
Peoples Financial Services Corp
Pennsylvania
$1.09M
KFS
1022
Keynote Financial Services
Connecticut
$1.08M
EPM
1023
Elm Partners Management
Pennsylvania
$1.08M
FNBOO
1024
First National Bank of Omaha
Nebraska
$1.08M
VAM
1025
Verity Asset Management
North Carolina
$1.08M