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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
PSB
1226
Passumpsic Savings Bank
Vermont
$698K
SC
1227
Steph & Co
Wisconsin
$697K
FB
1228
Finward Bancorp
Indiana
$697K
ZIM
1229
Zacks Investment Management
Illinois
$693K
NAS
1230
NWF Advisory Services
California
$688K
NFG
1231
Nations Financial Group
Iowa
$688K
MO
1232
McMillan Office
Michigan
$687K
GEA
1233
Glen Eagle Advisors
New Jersey
$687K
CCML
1234
CFO CAPITAL MANAGEMENT LLC
Connecticut
$685K
JWA
1235
JFS Wealth Advisors
Pennsylvania
$684K
CA
1236
Cornerstone Advisory
Maryland
$683K
BB
1237
Busey Bank
Illinois
$683K
MHC
1238
May Hill Capital
Massachusetts
$680K
FCH
1239
Freestone Capital Holdings
Washington
$677K
CNBOF
1240
City National Bank of Florida
Florida
$677K
HNWAG
1241
High Net Worth Advisory Group
Florida
$676K
GWAG
1242
Garrett Wealth Advisory Group
Texas
$676K
VSQM
1243
V-Square Quantitative Management
Illinois
$674K
WSC
1244
Wellington Shields & Co
New York
$674K
TC
1245
Tannin Capital
North Carolina
$673K
MMG
1246
Monetary Management Group
Missouri
$672K
EB
1247
Eastern Bank
Massachusetts
$671K
VIPI
1248
Vista Investment Partners II
Indiana
$670K
SS
1249
SBI Securities
Japan
$667K
KCIC
1250
Kuhn & Co Investment Counsel
Illinois
$665K