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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
PA
1326
Probity Advisors
Texas
$586K
MCWS
1327
McKinley Carter Wealth Services
West Virginia
$585K
ATC
1328
Adirondack Trust Company
New York
$585K
WIM
1329
WealthPlan Investment Management
Nebraska
$584K
VWM
1330
Venturi Wealth Management
Texas
$581K
SWM
1331
SeaCrest Wealth Management
New York
$580K
CPSAC
1332
Chas P. Smith & Associates (CPS)
Florida
$578K
FIM
1333
Fruth Investment Management
Texas
$578K
TA
1334
TruWealth Advisors
Louisiana
$578K
PWMAG
1335
Pinnacle Wealth Management Advisory Group
New Jersey
$577K
RL
1336
Rogco LP
Oklahoma
$577K
FSA
1337
Financial Security Advisor
Virginia
$576K
SAA
1338
Southeast Asset Advisors
Georgia
$574K
GIP
1339
Greatmark Investment Partners
Georgia
$574K
CPA
1340
Capital Performance Advisors
California
$573K
WAM
1341
Walker Asset Management
Missouri
$573K
CF
1342
Centaurus Financial
California
$572K
CAM
1343
Costello Asset Management
Pennsylvania
$569K
CW
1344
Code Waechter
Florida
$568K
SS
1345
Sunbelt Securities
Texas
$567K
TWP
1346
Tyche Wealth Partners
Texas
$567K
CCA
1347
Childress Capital Advisors
Texas
$566K
IAS
1348
Investment Advisory Services
Texas
$565K
RGC
1349
Roberts, Glore & Co
Illinois
$565K
WFM
1350
Wolff Financial Management
Michigan
$564K