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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
FWCM
1501
Ferguson Wellman Capital Management
Oregon
$415K
AA
1502
Acorns Advisers
California
$414K
CCFM
1503
Clear Creek Financial Management
Washington
$412K
AWM
1504
Avior Wealth Management
Nebraska
$412K
KWMG
1505
King Wealth Management Group
Florida
$412K
WC
1506
Westhampton Capital
North Carolina
$411K
SFP
1507
Sandbox Financial Partners
Maryland
$410K
OCA
1508
OpenArc Corporate Advisory
Georgia
$408K
VDC
1509
Van Diest Capital
Iowa
$408K
YP
1510
YANKCOM Partnership
South Dakota
$408K
AWAP
1511
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$408K
AWM
1512
Accel Wealth Management
Iowa
$407K
SWA
1513
Sax Wealth Advisors
New Jersey
$407K
CAM
1514
Campion Asset Management
Virginia
$407K
NSIM
1515
North Star Investment Management
Illinois
$406K
MAM
1516
Marotta Asset Management
Virginia
$406K
VCM
1517
Virtue Capital Management
Tennessee
$404K
API
1518
Asset Planning Inc
California
$404K
COI
1519
Connable Office Inc
Michigan
$403K
HFP
1520
Holistic Financial Partners
Indiana
$402K
OWA
1521
Opal Wealth Advisors
New York
$402K
BIA
1522
Beacon Investment Advisors
Maryland
$400K
FHC
1523
First Heartland Consultants
Missouri
$400K
GWMR
1524
GC Wealth Management RIA
Massachusetts
$399K
FFG
1525
Fortem Financial Group
California
$399K