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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
NRS
1051
Neville Rodie & Shaw
New York
$998K
SCM
1052
SCS Capital Management
Massachusetts
$998K
KCM
1053
Kanawha Capital Management
Virginia
$993K
FRA
1054
Frank Rimerman Advisors
California
$988K
PCM
1055
Parsons Capital Management
Rhode Island
$988K
SLI
1056
Sumitomo Life Insurance
Japan
$985K
AFA
1057
AA Financial Advisors
Ohio
$984K
ACP
1058
Aviance Capital Partners
Florida
$976K
GWM
1059
Gibbs Wealth Management
Georgia
$975K
CGF
1060
Constant Guidance Financial
Massachusetts
$973K
CIA
1061
Cape Investment Advisory
Georgia
$971K
HTIM
1062
Harbour Trust & Investment Management
Indiana
$967K
FCAS
1063
First Command Advisory Services
Texas
$964K
HCM
1064
Huber Capital Management
California
$963K
USCWA
1065
U.S. Capital Wealth Advisors
Texas
$963K
RIG
1066
RiverFront Investment Group
Virginia
$962K
GWANC
1067
Guardian Wealth Advisors (North Carolina)
North Carolina
$961K
HPC
1068
HM Payson & Co
Maine
$960K
IB
1069
Intrust Bank
Kansas
$958K
WHRC
1070
W.H. Reaves & Co
New Jersey
$957K
PWC
1071
Pathfinder Wealth Consulting
North Carolina
$955K
Fisher Asset Management
1072
Fisher Asset Management
Washington
$954K
HA
1073
Huntleigh Advisors
Missouri
$953K
SC
1074
Sawyer & Company
Massachusetts
$952K
CCA
1075
Checchi Capital Advisers
California
$951K