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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
MGIA
1051
Moneta Group Investment Advisors
Missouri
$1.01M
PL
1052
PeakShares LLC
Florida
$1M
WFI
1053
West Family Investments
California
$1M
CCWM
1054
Cassaday & Co Wealth Management
Virginia
$1M
CWA
1055
Cura Wealth Advisors
Illinois
$1M
WFG
1056
Wills Financial Group
Virginia
$1M
NRS
1057
Neville Rodie & Shaw
New York
$998K
SCM
1058
SCS Capital Management
Massachusetts
$998K
KCM
1059
Kanawha Capital Management
Virginia
$993K
FRA
1060
Frank Rimerman Advisors
California
$988K
PCM
1061
Parsons Capital Management
Rhode Island
$988K
SLI
1062
Sumitomo Life Insurance
Japan
$985K
AFA
1063
AA Financial Advisors
Ohio
$984K
ACP
1064
Aviance Capital Partners
Florida
$976K
GWM
1065
Gibbs Wealth Management
Georgia
$975K
CGF
1066
Constant Guidance Financial
Massachusetts
$973K
CIA
1067
Cape Investment Advisory
Georgia
$971K
HTIM
1068
Harbour Trust & Investment Management
Indiana
$967K
FCAS
1069
First Command Advisory Services
Texas
$964K
HCM
1070
Huber Capital Management
California
$963K
USCWA
1071
U.S. Capital Wealth Advisors
Texas
$963K
RIG
1072
RiverFront Investment Group
Virginia
$962K
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$961K
HPC
1074
HM Payson & Co
Maine
$960K
IB
1075
Intrust Bank
Kansas
$958K