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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
FIM
1326
Fruth Investment Management
Texas
$578K
TA
1327
TruWealth Advisors
Louisiana
$578K
PWMAG
1328
Pinnacle Wealth Management Advisory Group
New Jersey
$577K
RL
1329
Rogco LP
Oklahoma
$577K
FSA
1330
Financial Security Advisor
Virginia
$576K
SAA
1331
Southeast Asset Advisors
Georgia
$574K
GIP
1332
Greatmark Investment Partners
Georgia
$574K
CPA
1333
Capital Performance Advisors
California
$573K
WAM
1334
Walker Asset Management
Missouri
$573K
CF
1335
Centaurus Financial
California
$572K
CAM
1336
Costello Asset Management
Pennsylvania
$569K
CW
1337
Code Waechter
Florida
$568K
SS
1338
Sunbelt Securities
Texas
$567K
TWP
1339
Tyche Wealth Partners
Texas
$567K
CCA
1340
Childress Capital Advisors
Texas
$566K
IAS
1341
Investment Advisory Services
Texas
$565K
RGC
1342
Roberts, Glore & Co
Illinois
$565K
WFM
1343
Wolff Financial Management
Michigan
$564K
PAMG
1344
Patton Albertson Miller Group
Tennessee
$564K
GHAM
1345
Gilman Hill Asset Management
Connecticut
$562K
GPWM
1346
Grant Private Wealth Management
California
$559K
HI
1347
Hudock Inc
Pennsylvania
$558K
DBRC
1348
D.B. Root & Company
Pennsylvania
$558K
BFC
1349
Blue Fin Capital
Rhode Island
$553K
SEP
1350
Southland Equity Partners
Missouri
$551K