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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
LCM
1151
LVM Capital Management
Michigan
$814K
SC
1152
Sapient Capital
Indiana
$812K
AWA
1153
Adapt Wealth Advisors
Georgia
$812K
BW
1154
BIP Wealth
Georgia
$812K
GFP
1155
Gryphon Financial Partners
Ohio
$811K
CB
1156
Cadence Bank
Mississippi
$810K
MCM
1157
Manchester Capital Management
Vermont
$805K
GHA
1158
GW Henssler & Associates
Georgia
$805K
WT
1159
Washington Trust
Rhode Island
$805K
CFS
1160
Cannon Financial Strategists
Georgia
$802K
KA
1161
KLCM Advisors
Wisconsin
$800K
CAI
1162
Capital Advisors Inc
Oklahoma
$799K
FC
1163
Farringdon Capital
United Kingdom
$797K
AWE
1164
Avidian Wealth Enterprises
Texas
$795K
NP
1165
Nilsine Partners
Colorado
$791K
CWM
1166
Challenger Wealth Management
California
$791K
CAM
1167
Carret Asset Management
New York
$784K
LWAM
1168
Legacy Wealth Asset Management
Minnesota
$783K
CAS
1169
Coppell Advisory Solutions
Texas
$780K
CF
1170
Claris Financial
Virginia
$778K
AF
1171
Advisornet Financial
Minnesota
$775K
HCM
1172
Howard Capital Management
Georgia
$774K
SKK
1173
Shepherd Kaplan Krochuk
Massachusetts
$772K
WF
1174
WealthPoint Financial
North Carolina
$771K
CS
1175
Capital Square
Tennessee
$768K