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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
LWM
1351
Level Wealth Management
North Carolina
$549K
RCM
1352
RB Capital Management
Nevada
$549K
NAG
1353
Northstar Advisory Group
New Jersey
$549K
AAIM
1354
Asset Advisors Investment Management
Georgia
$548K
MSA
1355
Marathon Strategic Advisors
Pennsylvania
$547K
AWM
1356
Accurate Wealth Management
Florida
$546K
AGWCA
1357
Annis Gardner Whiting Capital Advisors
Florida
$545K
HVP
1358
Hudson Value Partners
Florida
$544K
PCM
1359
Princeton Capital Management
New Jersey
$544K
GIA
1360
Gateway Investment Advisers
Ohio
$543K
TPI
1361
Trust Point Inc
Wisconsin
$543K
RCM
1362
Radnor Capital Management
Pennsylvania
$542K
BFC
1363
Bedel Financial Consulting
Indiana
$541K
PWAM
1364
Pinnacle West Asset Management
Wyoming
$540K
WCM
1365
Washington Capital Management
Washington
$539K
NPFS
1366
Novak & Powell Financial Services
Florida
$538K
HP
1367
Holistic Planning
Texas
$536K
ORC
1368
O'Rourke & Company
Massachusetts
$535K
DAM
1369
Doheny Asset Management
California
$534K
DA
1370
Denali Advisors
California
$531K
ICP
1371
Interchange Capital Partners
Pennsylvania
$530K
VF
1372
Virtu Financial
New York
$529K
AL
1373
Aspiriant LLC
California
$526K
ECM
1374
Evergreen Capital Management
Washington
$525K
HFAS
1375
Hummer Financial Advisory Services
Illinois
$524K