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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
AFG
1426
Allegheny Financial Group
Pennsylvania
$472K
PFA
1427
Peak Financial Advisors
Colorado
$471K
FHA
1428
Flagship Harbor Advisors
Massachusetts
$471K
PP
1429
PDS Planning
Ohio
$469K
WFA
1430
Websterrogers Financial Advisors
South Carolina
$468K
AIP
1431
Almanack Investment Partners
Pennsylvania
$467K
LWA
1432
Lantern Wealth Advisors
New York
$464K
FEM
1433
Fulcrum Equity Management
Texas
$463K
CG
1434
Corundum Group
Colorado
$462K
FBC
1435
Fairfield, Bush & Co
Connecticut
$462K
FH
1436
FWG Holdings
Florida
$460K
QC
1437
Quent Capital
New York
$460K
QLSGSCF
1438
Quent Long Short Global Small Cap Fund
New York
$460K
LI
1439
Lafayette Investments
Maryland
$459K
FBB
1440
Fulton Breakefield Broenniman
Maryland
$455K
BCG
1441
Breakwater Capital Group
New Jersey
$455K
Koshinski Asset Management
1442
Koshinski Asset Management
Illinois
$455K
OL
1443
Optas LLC
Texas
$455K
RMCM
1444
Reynders McVeigh Capital Management
Massachusetts
$454K
OC
1445
Oakworth Capital
Alabama
$452K
TF
1446
Thayer Financial
North Carolina
$451K
AIA
1447
Arbor Investment Advisors
North Carolina
$451K
FWM
1448
Focused Wealth Management
New York
$450K
CI
1449
Conning Inc
Connecticut
$450K
JC
1450
JB Capital
Connecticut
$450K