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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
FDW
1526
Fourth Dimension Wealth
Ohio
$398K
RZH
1527
Relyea Zuckerberg Hanson
Connecticut
$398K
CFS
1528
CRA Financial Services
New Jersey
$397K
OFS
1529
OMC Financial Services
New York
$397K
BBNB
1530
Baker Boyer National Bank
Washington
$396K
SW
1531
SteelPeak Wealth
California
$395K
GWP
1532
Gateway Wealth Partners
Wisconsin
$394K
LA
1533
Latitude Advisors
Florida
$394K
TWP
1534
Triad Wealth Partners
Kansas
$393K
AF
1535
Aldebaran Financial
$392K
GBT
1536
Grove Bank & Trust
Florida
$392K
PL
1537
Perpetual Ltd
Australia
$392K
C
1538
Certuity
Florida
$389K
DSC
1539
Duncker Streett & Co
Missouri
$389K
VP
1540
Verum Partners
North Carolina
$388K
WKWM
1541
Walter & Keenan Wealth Management
Indiana
$388K
EW
1542
Evoke Wealth
California
$387K
HGA
1543
Hobbs Group Advisors
South Carolina
$387K
RC
1544
Resolute Capital
South Carolina
$387K
CAAS
1545
Capital Asset Advisory Services
Michigan
$385K
DWM
1546
Drive Wealth Management
Utah
$384K
FFG
1547
Fiduciary Financial Group
California
$382K
BMCM
1548
Bryn Mawr Capital Management
Pennsylvania
$382K
SIC
1549
Sterling Investment Counsel
New York
$382K
PA
1550
PFG Advisors
Arizona
$381K