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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
WSC
1251
Wellington Shields & Co
New York
$674K
TC
1252
Tannin Capital
North Carolina
$673K
MMG
1253
Monetary Management Group
Missouri
$672K
EB
1254
Eastern Bank
Massachusetts
$671K
VIPI
1255
Vista Investment Partners II
Indiana
$670K
SS
1256
SBI Securities
Japan
$667K
KCIC
1257
Kuhn & Co Investment Counsel
Illinois
$665K
SWM
1258
Silverlake Wealth Management
Vermont
$665K
IBOK
1259
Independence Bank of Kentucky
Kentucky
$665K
JIC
1260
Joel Isaacson & Co
New York
$664K
BHWM
1261
Bar Harbor Wealth Management
New Hampshire
$662K
CWS
1262
Cypress Wealth Services
California
$662K
ATS
1263
Ashton Thomas Securities
New York
$660K
VCP
1264
Verus Capital Partners
Arizona
$660K
RC
1265
Rithm Capital
New York
$656K
GIA
1266
Guyasuta Investment Advisors
Pennsylvania
$655K
ST
1267
Spinnaker Trust
Maine
$651K
PVM
1268
Palogic Value Management
Texas
$649K
AC
1269
Apella Capital
Connecticut
$646K
EGA
1270
E&G Advisors
Texas
$645K
DAS
1271
Diversify Advisory Services
Utah
$644K
FI
1272
Finivi Inc
Massachusetts
$642K
MA
1273
MJP Associates
Connecticut
$640K
Members Trust
1274
Members Trust
Florida
$639K
FFG
1275
First Financial Group
North Carolina
$636K