DUK icon

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
BONH
1226
Bank of New Hampshire
New Hampshire
$707K
PA
1227
Procyon Advisors
Connecticut
$707K
MFGM
1228
Marshall Financial Group (Maryland)
Maryland
$706K
WPC
1229
Waters Parkerson & Co
Louisiana
$706K
WMA
1230
Wealth Management Associates
New Jersey
$705K
SACTSONJ
1231
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$703K
AWS
1232
Aspen Wealth Strategies
Colorado
$700K
PSB
1233
Passumpsic Savings Bank
Vermont
$698K
SC
1234
Steph & Co
Wisconsin
$697K
FB
1235
Finward Bancorp
Indiana
$697K
ZIM
1236
Zacks Investment Management
Illinois
$693K
NAS
1237
NWF Advisory Services
California
$688K
NFG
1238
Nations Financial Group
Iowa
$688K
MO
1239
McMillan Office
Michigan
$687K
GEA
1240
Glen Eagle Advisors
New Jersey
$687K
CCM
1241
CFO Capital Management
Connecticut
$685K
JWA
1242
JFS Wealth Advisors
Pennsylvania
$684K
CA
1243
Cornerstone Advisory
Maryland
$683K
BB
1244
Busey Bank
Illinois
$683K
MHC
1245
May Hill Capital
Massachusetts
$680K
FCH
1246
Freestone Capital Holdings
Washington
$677K
CNBOF
1247
City National Bank of Florida
Florida
$677K
HNWAG
1248
High Net Worth Advisory Group
Florida
$676K
GWAG
1249
Garrett Wealth Advisory Group
Texas
$676K
VSQM
1250
V-Square Quantitative Management
Illinois
$674K