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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
STA
1176
Smith Thornton Advisors
Alabama
$768K
UBV
1177
United Bank (Virginia)
Virginia
$767K
FLPIM
1178
F.L. Putnam Investment Management
Massachusetts
$767K
SIA
1179
Soltis Investment Advisors
Utah
$767K
MFC
1180
Mechanics Financial Corp
Ohio
$766K
GS
1181
GTS Securities
New York
$761K
TMC
1182
Themes Management Co
Connecticut
$760K
JGUA
1183
John G. Ullman & Associates
New York
$760K
KP
1184
Keel Point
Alabama
$758K
MCM
1185
Monument Capital Management
Virginia
$757K
CWMP
1186
Clarion Wealth Managment Partners
Virginia
$757K
GB
1187
Goepper Burkhardt
South Carolina
$756K
CSI
1188
Cross Staff Investments
New York
$756K
FFWM
1189
Future Financial Wealth Management
Ohio
$755K
PJSIMP
1190
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K
SWM
1191
Stockman Wealth Management
Montana
$754K
CA
1192
Calton & Associates
Florida
$751K
DI
1193
Diligent Investors
California
$748K
AAG
1194
Armstrong Advisory Group
Massachusetts
$746K
KMWM
1195
Keudell/Morrison Wealth Management
Oregon
$745K
BSTWA
1196
Blake Schutter Theil Wealth Advisors
Ohio
$745K
NP
1197
NorthRock Partners
Minnesota
$744K
GSWM
1198
Golden State Wealth Management
California
$744K
DP
1199
Dearborn Partners
Illinois
$742K
Edgewood Management
1200
Edgewood Management
Connecticut
$739K