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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
MA
1276
MBA Advisors
Pennsylvania
$636K
ACI
1277
Alpha Cubed Investments
California
$635K
CSIC
1278
Clifford Swan Investment Counsel
California
$635K
RPCONE
1279
Retirement Planning Company of New England
Rhode Island
$635K
TF
1280
Tudor Financial
Ohio
$633K
PWM
1281
Pursuit Wealth Management
Florida
$630K
BWM
1282
BCGM Wealth Management
Indiana
$627K
CFP
1283
Catalyst Financial Partners
Massachusetts
$627K
HPWM
1284
High Point Wealth Management
New Jersey
$626K
FFBTD
1285
First Financial Bank - Trust Division
Ohio
$625K
Q1WB
1286
Quest 10 Wealth Builders
Virginia
$624K
ASC
1287
Atalanta Sosnoff Capital
New York
$623K
IPW
1288
Impact Partnership Wealth
Georgia
$622K
WIC
1289
Wilkins Investment Counsel
Massachusetts
$622K
CA
1290
Crewe Advisors
Utah
$621K
FNA
1291
First National Advisers
Nebraska
$620K
RFA
1292
Register Financial Advisors
Georgia
$617K
XF
1293
XML Financial
Maryland
$617K
AGA
1294
Arkos Global Advisors
Texas
$615K
DTL
1295
Dynamic Technology Lab
Singapore
$613K
SLT
1296
St Louis Trust
Missouri
$610K
APIM
1297
Agate Pass Investment Management
Washington
$609K
CWM
1298
Cordatus Wealth Management
Pennsylvania
$607K
SMA
1299
Sage Mountain Advisors
Georgia
$607K
PE
1300
PCM Encore
Colorado
$605K