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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
FMB
1026
Field & Main Bank
Kentucky
$1.07M
SCM
1027
Sollinda Capital Management
Florida
$1.07M
SWM
1028
Sculati Wealth Management
Michigan
$1.07M
MW
1029
Marble Wealth
Alabama
$1.06M
FCP
1030
Fidelis Capital Partners
Florida
$1.05M
EWA
1031
EverSource Wealth Advisors
Alabama
$1.05M
AA
1032
Ancora Advisors
Ohio
$1.05M
IPWA
1033
International Private Wealth Advisors
California
$1.05M
ISL
1034
Ingalls & Snyder LLC
New York
$1.05M
JCFM
1035
JBR Co Financial Management
Oklahoma
$1.04M
KA
1036
Kovack Advisors
Florida
$1.04M
ACM
1037
Allred Capital Management
Texas
$1.04M
TWM
1038
Thrive Wealth Management
Pennsylvania
$1.03M
FDS
1039
First Dallas Securities
Texas
$1.03M
NI
1040
Nepsis Inc
Minnesota
$1.03M
VCM
1041
Violich Capital Management
California
$1.02M
HFS
1042
Horizon Financial Services
North Carolina
$1.02M
FVWA
1043
Foster Victor Wealth Advisors
South Carolina
$1.01M
GVAG
1044
Great Valley Advisor Group
Delaware
$1.01M
MGIA
1045
Moneta Group Investment Advisors
Missouri
$1.01M
PL
1046
PeakShares LLC
Florida
$1M
WFI
1047
West Family Investments
California
$1M
CCWM
1048
Cassaday & Co Wealth Management
Virginia
$1M
CWA
1049
Cura Wealth Advisors
Illinois
$1M
WFG
1050
Wills Financial Group
Virginia
$1M