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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
AA
1126
ABC Arbitrage
France
$842K
MM
1127
MQS Management
New York
$842K
VVP
1128
Venture Visionary Partners
Ohio
$842K
BHC
1129
Bowen Hanes & Co
Florida
$837K
V
1130
VeraBank
Texas
$836K
DWM
1131
Dogwood Wealth Management
Kansas
$836K
MS
1132
Madden Securities
Texas
$835K
GI
1133
Gradient Investments
Minnesota
$833K
SWA
1134
Stratos Wealth Advisors
Ohio
$832K
PCA
1135
Prosperity Capital Advisors
Ohio
$831K
AWM
1136
Angeles Wealth Management
California
$830K
AFG
1137
Albion Financial Group
Utah
$830K
IA
1138
Inspire Advisors
Idaho
$828K
MA
1139
McGrath & Associates
North Carolina
$825K
AIC
1140
Archer Investment Corporation
Indiana
$819K
PA
1141
Persium Advisors
Georgia
$819K
AIP
1142
Ameritas Investment Partners
Nebraska
$817K
LF
1143
Lantz Financial
Illinois
$817K
FNBTCON
1144
First National Bank & Trust Co of Newtown
Pennsylvania
$814K
LCM
1145
LVM Capital Management
Michigan
$814K
SC
1146
Sapient Capital
Indiana
$812K
AWA
1147
Adapt Wealth Advisors
Georgia
$812K
BW
1148
BIP Wealth
Georgia
$812K
GFP
1149
Gryphon Financial Partners
Ohio
$811K
CB
1150
Cadence Bank
Mississippi
$810K