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
PAMG
1351
Patton Albertson Miller Group
Tennessee
$564K
GHAM
1352
Gilman Hill Asset Management
Connecticut
$562K
GPWM
1353
Grant Private Wealth Management
California
$559K
HI
1354
Hudock Inc
Pennsylvania
$558K
DBRC
1355
D.B. Root & Company
Pennsylvania
$558K
BFC
1356
Blue Fin Capital
Rhode Island
$553K
SEP
1357
Southland Equity Partners
Missouri
$551K
LWM
1358
Level Wealth Management
North Carolina
$549K
RCM
1359
RB Capital Management
Nevada
$549K
NAG
1360
Northstar Advisory Group
New Jersey
$549K
AAIM
1361
Asset Advisors Investment Management
Georgia
$548K
MSA
1362
Marathon Strategic Advisors
Pennsylvania
$547K
AWM
1363
Accurate Wealth Management
Florida
$546K
AGWCA
1364
Annis Gardner Whiting Capital Advisors
Florida
$545K
HVP
1365
Hudson Value Partners
Florida
$544K
PCM
1366
Princeton Capital Management
New Jersey
$544K
GIA
1367
Gateway Investment Advisers
Ohio
$543K
TPI
1368
Trust Point Inc
Wisconsin
$543K
RCM
1369
Radnor Capital Management
Pennsylvania
$542K
BFC
1370
Bedel Financial Consulting
Indiana
$541K
PWAM
1371
Pinnacle West Asset Management
Wyoming
$540K
WCM
1372
Washington Capital Management
Washington
$539K
NPFS
1373
Novak & Powell Financial Services
Florida
$538K
HP
1374
Holistic Planning
Texas
$536K
ORC
1375
O'Rourke & Company
Massachusetts
$535K