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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
MCM
1151
Manchester Capital Management
Vermont
$805K
GHA
1152
GW Henssler & Associates
Georgia
$805K
WT
1153
Washington Trust
Rhode Island
$805K
CFS
1154
Cannon Financial Strategists
Georgia
$802K
KA
1155
KLCM Advisors
Wisconsin
$800K
CAI
1156
Capital Advisors Inc
Oklahoma
$799K
FC
1157
Farringdon Capital
United Kingdom
$797K
AWE
1158
Avidian Wealth Enterprises
Texas
$795K
NP
1159
Nilsine Partners
Colorado
$791K
CWM
1160
Challenger Wealth Management
California
$791K
CAM
1161
Carret Asset Management
New York
$784K
LWAM
1162
Legacy Wealth Asset Management
Minnesota
$783K
CAS
1163
Coppell Advisory Solutions
Texas
$780K
CF
1164
Claris Financial
Virginia
$778K
AF
1165
Advisornet Financial
Minnesota
$775K
HCM
1166
Howard Capital Management
Georgia
$774K
SKK
1167
Shepherd Kaplan Krochuk
Massachusetts
$772K
WF
1168
WealthPoint Financial
North Carolina
$771K
CS
1169
Capital Square
Tennessee
$768K
STA
1170
Smith Thornton Advisors
Alabama
$768K
UBV
1171
United Bank (Virginia)
Virginia
$767K
FLPIM
1172
F.L. Putnam Investment Management
Massachusetts
$767K
SIA
1173
Soltis Investment Advisors
Utah
$767K
MFC
1174
Mechanics Financial Corp
Ohio
$766K
GS
1175
GTS Securities
New York
$761K