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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
HBT
1101
Hills Bank & Trust
Iowa
$898K
SW
1102
Simplicity Wealth
New Jersey
$898K
NRC
1103
New Republic Capital
North Carolina
$896K
SLWA
1104
San Luis Wealth Advisors
California
$895K
HIA
1105
Harbor Investment Advisory
Maryland
$893K
CAG
1106
Crestwood Advisors Group
Massachusetts
$893K
JAG
1107
Journey Advisory Group
Kentucky
$890K
MYIA
1108
Mount Yale Investment Advisors
Colorado
$887K
AWM
1109
Aprio Wealth Management
Georgia
$886K
WTC
1110
WhitTier Trust Company
Nevada
$883K
ACGA
1111
Atlanta Consulting Group Advisors
Georgia
$879K
WMA
1112
West Michigan Advisors
Michigan
$877K
AWA
1113
Arete Wealth Advisors
Illinois
$874K
HCM
1114
Hengehold Capital Management
Ohio
$872K
GWM
1115
Graybill Wealth Management
Illinois
$871K
GWA
1116
Gratus Wealth Advisors
Virginia
$867K
MFA
1117
Mayflower Financial Advisors
Massachusetts
$865K
BIA
1118
Bigelow Investment Advisors
Maine
$864K
PAG
1119
Powers Advisory Group
Illinois
$862K
CI
1120
Cigna Investments
Connecticut
$861K
KFA
1121
Kapstone Financial Advisors
Ohio
$854K
HW
1122
HORAN Wealth
Ohio
$852K
PAI
1123
Pittenger & Anderson Inc
Nebraska
$850K
LFA
1124
Legacy Financial Advisors
Kentucky
$850K
ZWA
1125
Zinnia Wealth Advisory
Florida
$843K