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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
EC
1476
EntryPoint Capital
New York
$429K
WIS
1477
Wright Investors Service
Connecticut
$429K
NCM
1478
NCM Capital Management
New Jersey
$429K
SSG
1479
Summit Securities Group
New York
$429K
BOH
1480
Bank of Hawaii
Hawaii
$427K
XWM
1481
Xcel Wealth Management
Florida
$426K
BFIM
1482
Beese Fulmer Investment Management
Ohio
$426K
BWM
1483
Birchcreek Wealth Management
Ohio
$426K
MFWP
1484
Mosaic Family Wealth Partners
Missouri
$426K
EWM
1485
Elite Wealth Management
Washington
$424K
FFM
1486
Forum Financial Management
Illinois
$424K
SEIA
1487
Signature Estate & Investment Advisors
California
$423K
BOPW
1488
Brandywine Oak Private Wealth
Pennsylvania
$423K
UCI
1489
Uncommon Cents Investing
Wisconsin
$423K
DCM
1490
DGS Capital Management
New Jersey
$423K
QCIG
1491
Quad-Cities Investment Group
Iowa
$422K
AC
1492
Aldebaran Capital
Indiana
$422K
CL
1493
CVFG LLC
Indiana
$422K
HDA
1494
Harold Davidson & Associates
California
$422K
TPWA
1495
TRUE Private Wealth Advisors
Oregon
$420K
IAMOG
1496
Investors Asset Management of Georgia
Georgia
$420K
MWM
1497
Mindset Wealth Management
Indiana
$418K
AWM
1498
Absher Wealth Management
North Carolina
$418K
VFP
1499
Verus Financial Partners
Virginia
$418K
GAMC
1500
Garner Asset Management Corp
Texas
$418K