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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
HDA
1501
Harold Davidson & Associates
California
$422K
TPWA
1502
TRUE Private Wealth Advisors
Oregon
$420K
IAMOG
1503
Investors Asset Management of Georgia
Georgia
$420K
MWM
1504
Mindset Wealth Management
Indiana
$418K
AWM
1505
Absher Wealth Management
North Carolina
$418K
VFP
1506
Verus Financial Partners
Virginia
$418K
GAMC
1507
Garner Asset Management Corp
Texas
$418K
FWCM
1508
Ferguson Wellman Capital Management
Oregon
$415K
AA
1509
Acorns Advisers
California
$414K
CCFM
1510
Clear Creek Financial Management
Washington
$412K
AWM
1511
Avior Wealth Management
Nebraska
$412K
KWMG
1512
King Wealth Management Group
Florida
$412K
WC
1513
Westhampton Capital
North Carolina
$411K
SFP
1514
Sandbox Financial Partners
Maryland
$410K
OCA
1515
OpenArc Corporate Advisory
Georgia
$408K
VDC
1516
Van Diest Capital
Iowa
$408K
YP
1517
YANKCOM Partnership
South Dakota
$408K
AWAP
1518
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$408K
AWM
1519
Accel Wealth Management
Iowa
$407K
SWA
1520
Sax Wealth Advisors
New Jersey
$407K
CAM
1521
Campion Asset Management
Virginia
$407K
NSIM
1522
North Star Investment Management
Illinois
$406K
MAM
1523
Marotta Asset Management
Virginia
$406K
VCM
1524
Virtue Capital Management
Tennessee
$404K
API
1525
Asset Planning Inc
California
$404K