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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
BIM
1301
Bridges Investment Management
Nebraska
$602K
OFS
1302
OneAscent Financial Services
Alabama
$602K
FMI
1303
Frec Markets Inc
California
$601K
BFA
1304
Bill Few Associates
Pennsylvania
$600K
PFA
1305
Petra Financial Advisors
Colorado
$598K
NB
1306
NBT Bank
New York
$596K
CFO
1307
CVA Family Office
Colorado
$596K
HL
1308
HeadInvest LLC
Maine
$595K
LSA
1309
Leonteq Securities AG
Switzerland
$595K
IF
1310
Intrua Financial
Texas
$594K
NL
1311
NWAM LLC
Washington
$593K
CBT
1312
Crews Bank & Trust
Florida
$592K
PFA
1313
Pettinga Financial Advisors
Indiana
$592K
IP
1314
Indivisible Partners
Florida
$590K
PPWP
1315
Premier Path Wealth Partners
New Jersey
$589K
OWA
1316
Octavia Wealth Advisors
Ohio
$588K
BAM
1317
Broyhill Asset Management
North Carolina
$586K
HWA
1318
HHM Wealth Advisors
Tennessee
$586K
PA
1319
Probity Advisors
Texas
$586K
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$585K
ATC
1321
Adirondack Trust Company
New York
$585K
WIM
1322
WealthPlan Investment Management
Nebraska
$584K
VWM
1323
Venturi Wealth Management
Texas
$581K
SWM
1324
SeaCrest Wealth Management
New York
$580K
CPSAC
1325
Chas P. Smith & Associates (CPS)
Florida
$578K