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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
PCMN
1201
Paradigm Capital Management (Nevada)
Nevada
$734K
3IP
1202
3Chopt Investment Partners
Virginia
$733K
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$732K
BLFG
1204
Brian Low Financial Group
Louisiana
$731K
VH
1205
Visionary Horizons
Tennessee
$723K
EWM
1206
EPG Wealth Management
Georgia
$722K
NB
1207
Northwest Bancshares
Pennsylvania
$722K
MTC
1208
McDaniel Terry & Co
Texas
$721K
BPC
1209
Bearing Point Capital
Minnesota
$721K
CSC
1210
Caldwell Sutter Capital
California
$719K
CS
1211
Crescent Sterling
Louisiana
$717K
FMP
1212
Financial Management Professionals
Texas
$717K
UBG
1213
United Bank (Georgia)
Georgia
$714K
CC
1214
Corsicana & Co
Texas
$713K
MNBTD
1215
Moody National Bank Trust Division
Texas
$712K
RC
1216
Roundview Capital
New Jersey
$710K
MSS
1217
Mitchell Sinkler & Starr
Pennsylvania
$709K
CAM
1218
Cidel Asset Management
Ontario, Canada
$709K
AWMM
1219
Aegis Wealth Management (Maryland)
Maryland
$708K
PA
1220
Procyon Advisors
Connecticut
$707K
MFGM
1221
Marshall Financial Group (Maryland)
Maryland
$706K
WPC
1222
Waters Parkerson & Co
Louisiana
$706K
WMA
1223
Wealth Management Associates
New Jersey
$705K
SACTSONJ
1224
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$703K
AWS
1225
Aspen Wealth Strategies
Colorado
$700K