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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
LFG
1101
Larson Financial Group
Missouri
$909K
WT
1102
Whittier Trust
California
$908K
HIMC
1103
Heritage Investors Management Corp
Maryland
$907K
APP
1104
Avantax Planning Partners
Iowa
$904K
CBOR
1105
Community Bank of Raymore
Missouri
$901K
NDBT
1106
North Dallas Bank & Trust
Texas
$899K
HBT
1107
Hills Bank & Trust
Iowa
$898K
SW
1108
Simplicity Wealth
New Jersey
$898K
NRC
1109
New Republic Capital
North Carolina
$896K
SLWA
1110
San Luis Wealth Advisors
California
$895K
HIA
1111
Harbor Investment Advisory
Maryland
$893K
CAG
1112
Crestwood Advisors Group
Massachusetts
$893K
JAG
1113
Journey Advisory Group
Kentucky
$890K
MYIA
1114
Mount Yale Investment Advisors
Colorado
$887K
AWM
1115
Aprio Wealth Management
Georgia
$886K
WTC
1116
WhitTier Trust Company
Nevada
$883K
ACGA
1117
Atlanta Consulting Group Advisors
Georgia
$879K
WMA
1118
West Michigan Advisors
Michigan
$877K
AWA
1119
Arete Wealth Advisors
Illinois
$874K
HCM
1120
Hengehold Capital Management
Ohio
$872K
GWM
1121
Graybill Wealth Management
Illinois
$871K
GWA
1122
Gratus Wealth Advisors
Virginia
$867K
MFA
1123
Mayflower Financial Advisors
Massachusetts
$865K
BIA
1124
Bigelow Investment Advisors
Maine
$864K
PAG
1125
Powers Advisory Group
Illinois
$862K