DUK icon

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
SWM
1251
Silverlake Wealth Management
Vermont
$665K
IBOK
1252
Independence Bank of Kentucky
Kentucky
$665K
JIC
1253
Joel Isaacson & Co
New York
$664K
BHWM
1254
Bar Harbor Wealth Management
New Hampshire
$662K
CWS
1255
Cypress Wealth Services
California
$662K
ATS
1256
Ashton Thomas Securities
New York
$660K
VCP
1257
Verus Capital Partners
Arizona
$660K
RC
1258
Rithm Capital
New York
$656K
GIA
1259
Guyasuta Investment Advisors
Pennsylvania
$655K
ST
1260
Spinnaker Trust
Maine
$651K
PVM
1261
Palogic Value Management
Texas
$649K
AC
1262
Apella Capital
Connecticut
$646K
EGA
1263
E&G Advisors
Texas
$645K
DAS
1264
Diversify Advisory Services
Utah
$644K
FI
1265
Finivi Inc
Massachusetts
$642K
MA
1266
MJP Associates
Connecticut
$640K
Members Trust
1267
Members Trust
Florida
$639K
FFG
1268
First Financial Group
North Carolina
$636K
MA
1269
MBA Advisors
Pennsylvania
$636K
ACI
1270
Alpha Cubed Investments
California
$635K
CSIC
1271
Clifford Swan Investment Counsel
California
$635K
RPCONE
1272
Retirement Planning Company of New England
Rhode Island
$635K
TF
1273
Tudor Financial
Ohio
$633K
PWM
1274
Pursuit Wealth Management
Florida
$630K
BWM
1275
BCGM Wealth Management
Indiana
$627K