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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
CI
1126
Cigna Investments
Connecticut
$861K
KFA
1127
Kapstone Financial Advisors
Ohio
$854K
HW
1128
HORAN Wealth
Ohio
$852K
PAI
1129
Pittenger & Anderson Inc
Nebraska
$850K
LFA
1130
Legacy Financial Advisors
Kentucky
$850K
ZWA
1131
Zinnia Wealth Advisory
Florida
$843K
AA
1132
ABC Arbitrage
France
$842K
MM
1133
MQS Management
New York
$842K
VVP
1134
Venture Visionary Partners
Ohio
$842K
BHC
1135
Bowen Hanes & Co
Florida
$837K
V
1136
VeraBank
Texas
$836K
DWM
1137
Dogwood Wealth Management
Kansas
$836K
MS
1138
Madden Securities
Texas
$835K
GI
1139
Gradient Investments
Minnesota
$833K
SWA
1140
Stratos Wealth Advisors
Ohio
$832K
PCA
1141
Prosperity Capital Advisors
Ohio
$831K
AWM
1142
Angeles Wealth Management
California
$830K
AFG
1143
Albion Financial Group
Utah
$830K
IA
1144
Inspire Advisors
Idaho
$828K
MA
1145
McGrath & Associates
North Carolina
$825K
AIC
1146
Archer Investment Corporation
Indiana
$819K
PA
1147
Persium Advisors
Georgia
$819K
AIP
1148
Ameritas Investment Partners
Nebraska
$817K
LF
1149
Lantz Financial
Illinois
$817K
FNBTCON
1150
First National Bank & Trust Co of Newtown
Pennsylvania
$814K