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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
CFP
1276
Catalyst Financial Partners
Massachusetts
$627K
HPWM
1277
High Point Wealth Management
New Jersey
$626K
FFBTD
1278
First Financial Bank - Trust Division
Ohio
$625K
Q1WB
1279
Quest 10 Wealth Builders
Virginia
$624K
ASC
1280
Atalanta Sosnoff Capital
New York
$623K
IPW
1281
Impact Partnership Wealth
Georgia
$622K
WIC
1282
Wilkins Investment Counsel
Massachusetts
$622K
CA
1283
Crewe Advisors
Utah
$621K
FNA
1284
First National Advisers
Nebraska
$620K
RFA
1285
Register Financial Advisors
Georgia
$617K
XF
1286
XML Financial
Maryland
$617K
AGA
1287
Arkos Global Advisors
Texas
$615K
DTL
1288
Dynamic Technology Lab
Singapore
$613K
SLT
1289
St Louis Trust
Missouri
$610K
APIM
1290
Agate Pass Investment Management
Washington
$609K
CWM
1291
Cordatus Wealth Management
Pennsylvania
$607K
SMA
1292
Sage Mountain Advisors
Georgia
$607K
PE
1293
PCM Encore
Colorado
$605K
AIM
1294
Aspen Investment Management
Michigan
$605K
CAL
1295
Capital Analysts LLC
Pennsylvania
$604K
SSA
1296
Sierra Summit Advisors
Nevada
$604K
HI
1297
Hendershot Investments
Virginia
$604K
AC
1298
Avestar Capital
New York
$603K
BA
1299
Bridgewater Advisors
New York
$603K
PCS
1300
Personal CFO Solutions
New Jersey
$602K