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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
VAM
1026
Verity Asset Management
North Carolina
$1.08M
BPWM
1027
BCS Private Wealth Management
New Jersey
$1.08M
PFGIA
1028
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
AB
1029
Atlas Brown
Kentucky
$1.08M
RAG
1030
RIA Advisory Group
Iowa
$1.08M
EWM
1031
Evermay Wealth Management
Virginia
$1.07M
FMB
1032
Field & Main Bank
Kentucky
$1.07M
SCM
1033
Sollinda Capital Management
Florida
$1.07M
SWM
1034
Sculati Wealth Management
Michigan
$1.07M
MW
1035
Marble Wealth
Alabama
$1.06M
FCP
1036
Fidelis Capital Partners
Florida
$1.05M
EWA
1037
EverSource Wealth Advisors
Alabama
$1.05M
AA
1038
Ancora Advisors
Ohio
$1.05M
IPWA
1039
International Private Wealth Advisors
California
$1.05M
ISL
1040
Ingalls & Snyder LLC
New York
$1.05M
JCFM
1041
JBR Co Financial Management
Oklahoma
$1.04M
KA
1042
Kovack Advisors
Florida
$1.04M
ACM
1043
Allred Capital Management
Texas
$1.04M
TWM
1044
Thrive Wealth Management
Pennsylvania
$1.03M
FDS
1045
First Dallas Securities
Texas
$1.03M
NI
1046
Nepsis Inc
Minnesota
$1.03M
VCM
1047
Violich Capital Management
California
$1.02M
HFS
1048
Horizon Financial Services
North Carolina
$1.02M
FVWA
1049
Foster Victor Wealth Advisors
South Carolina
$1.01M
GVAG
1050
Great Valley Advisor Group
Delaware
$1.01M