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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
SIG
1201
Spinnaker Investment Group
California
$738K
XPN
1202
XY Planning Network
Montana
$738K
WBCM
1203
Wilson & Boucher Capital Management
California
$737K
DWT
1204
Dorsey & Whitney Trust
South Dakota
$735K
CA
1205
CoreCap Advisors
Michigan
$735K
AIMA
1206
Ables Iannone Moore & Associates
Georgia
$734K
PCMN
1207
Paradigm Capital Management (Nevada)
Nevada
$734K
3IP
1208
3Chopt Investment Partners
Virginia
$733K
PFBT
1209
Parkside Financial Bank & Trust
Missouri
$732K
BLFG
1210
Brian Low Financial Group
Louisiana
$731K
VH
1211
Visionary Horizons
Tennessee
$723K
EWM
1212
EPG Wealth Management
Georgia
$722K
NB
1213
Northwest Bancshares
Pennsylvania
$722K
MTC
1214
McDaniel Terry & Co
Texas
$721K
BPC
1215
Bearing Point Capital
Minnesota
$721K
CSC
1216
Caldwell Sutter Capital
California
$719K
CS
1217
Crescent Sterling
Louisiana
$717K
FMP
1218
Financial Management Professionals
Texas
$717K
UBG
1219
United Bank (Georgia)
Georgia
$714K
CC
1220
Corsicana & Co
Texas
$713K
MNBTD
1221
Moody National Bank Trust Division
Texas
$712K
RC
1222
Roundview Capital
New Jersey
$710K
MSS
1223
Mitchell Sinkler & Starr
Pennsylvania
$709K
CAM
1224
Cidel Asset Management
Ontario, Canada
$709K
AWMM
1225
Aegis Wealth Management (Maryland)
Maryland
$708K