DUK icon

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
AIM
1301
Aspen Investment Management
Michigan
$605K
CAL
1302
Capital Analysts LLC
Pennsylvania
$604K
SSA
1303
Sierra Summit Advisors
Nevada
$604K
HI
1304
Hendershot Investments
Virginia
$604K
AC
1305
Avestar Capital
New York
$603K
BA
1306
Bridgewater Advisors
New York
$603K
PCS
1307
Personal CFO Solutions
New Jersey
$602K
BIM
1308
Bridges Investment Management
Nebraska
$602K
OFS
1309
OneAscent Financial Services
Alabama
$602K
FMI
1310
Frec Markets Inc
California
$601K
BFA
1311
Bill Few Associates
Pennsylvania
$600K
PFA
1312
Petra Financial Advisors
Colorado
$598K
NB
1313
NBT Bank
New York
$596K
CFO
1314
CVA Family Office
Colorado
$596K
HL
1315
HeadInvest LLC
Maine
$595K
LSA
1316
Leonteq Securities AG
Switzerland
$595K
IF
1317
Intrua Financial
Texas
$594K
NL
1318
NWAM LLC
Washington
$593K
CBT
1319
Crews Bank & Trust
Florida
$592K
PFA
1320
Pettinga Financial Advisors
Indiana
$592K
IP
1321
Indivisible Partners
Florida
$590K
PPWP
1322
Premier Path Wealth Partners
New Jersey
$589K
OWA
1323
Octavia Wealth Advisors
Ohio
$588K
BAM
1324
Broyhill Asset Management
North Carolina
$586K
HWA
1325
HHM Wealth Advisors
Tennessee
$586K