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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
CAAS
1551
Capital Asset Advisory Services
Michigan
$385K
DWM
1552
Drive Wealth Management
Utah
$384K
FFG
1553
Fiduciary Financial Group
California
$382K
BMCM
1554
Bryn Mawr Capital Management
Pennsylvania
$382K
SIC
1555
Sterling Investment Counsel
New York
$382K
PA
1556
PFG Advisors
Arizona
$381K
BWM
1557
Baron Wealth Management
Michigan
$381K
CIA
1558
Cladis Investment Advisory
Montana
$381K
NAS
1559
Nicolet Advisory Services
Wisconsin
$380K
PHWM
1560
Pine Harbor Wealth Management
Maryland
$380K
TFO
1561
Timonier Family Office
North Carolina
$380K
MAM
1562
MWA Asset Management
Massachusetts
$378K
FG
1563
Foster Group
Iowa
$378K
CP
1564
Castleview Partners
Texas
$378K
CIM
1565
CIM Investment Management
Pennsylvania
$377K
AP
1566
Anchyra Partners
Georgia
$376K
BFG
1567
Birch Financial Group
New Hampshire
$376K
MAWA
1568
Moss Adams Wealth Advisors
Washington
$376K
RFA
1569
Resurgent Financial Advisors
Georgia
$375K
FA
1570
Fagan Associates
New York
$375K
RCG
1571
Ridge Creek Global
Ohio
$374K
BSSFA
1572
Baron Silver Stevens Financial Advisors
Florida
$374K
FPW
1573
Fairvoy Private Wealth
Alabama
$373K
OBWG
1574
Onyx Bridge Wealth Group
New York
$372K
KCM
1575
Kathmere Capital Management
Pennsylvania
$372K