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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
MA
1401
MCF Advisors
Kentucky
$493K
TA
1402
TrueWealth Advisors
Alabama
$492K
WA
1403
WBH Advisory
Maryland
$492K
AAB
1404
ABN AMRO Bank
Netherlands
$492K
MIC
1405
Meridian Investment Counsel
California
$491K
ABC
1406
Associated Banc-Corp
Wisconsin
$491K
IPAM
1407
Investment Partners Asset Management
New Jersey
$490K
DWM
1408
Diversify Wealth Management
Utah
$490K
BCMLT
1409
Beacon Capital Management LLC (Tennessee)
Tennessee
$489K
DLA
1410
Douglas Lane & Associates
New York
$489K
OCM
1411
One Capital Management
California
$488K
WWM
1412
Whalen Wealth Management
Nevada
$487K
TC
1413
Truvestments Capital
Florida
$486K
BOJHT
1414
Bank of Jackson Hole Trust
Wyoming
$486K
LAM
1415
L2 Asset Management
Massachusetts
$486K
MCM
1416
Marathon Capital Management
Maryland
$485K
FMC
1417
First Merchants Corp
Indiana
$484K
CGH
1418
CMG Global Holdings
Texas
$484K
CWM
1419
Calamos Wealth Management
Illinois
$482K
NF
1420
Nikulski Financial
Iowa
$481K
WP
1421
Westmount Partners
California
$481K
JE
1422
JMAC Enterprises
Pennsylvania
$481K
FAL
1423
Focused Alpha LLC
Colorado
$478K
MCG
1424
McCollum Christoferson Group
New York
$478K
FWP
1425
Firethorn Wealth Partners
Georgia
$477K