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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
BWM
1576
BKM Wealth Management
Wisconsin
$371K
SAM
1577
Summit Asset Management
Tennessee
$371K
MSFS
1578
Main Street Financial Solutions
Pennsylvania
$370K
PEA
1579
Park Edge Advisors
Ohio
$370K
WPA
1580
West Paces Advisors
Georgia
$370K
CST
1581
Charles Schwab Trust
Nevada
$370K
CFA
1582
CWS Financial Advisors
Michigan
$370K
CS
1583
Cannell & Spears
New York
$369K
BTW
1584
Boston Trust Walden
Massachusetts
$369K
MCA
1585
Magnolia Capital Advisors
Mississippi
$368K
WBWA
1586
William B. Walkup & Associates
South Carolina
$368K
GAM
1587
Griffin Asset Management
New York
$367K
HWA
1588
Heartwood Wealth Advisors
Virginia
$366K
NPF
1589
Norris Perne & French
Michigan
$365K
CAWM
1590
Capital Advisors Wealth Management
Washington
$363K
SAW
1591
Signal Advisors Wealth
Michigan
$363K
MWA
1592
Muirfield Wealth Advisors
North Carolina
$363K
USB
1593
Union Savings Bank
Connecticut
$363K
SPWG
1594
Syntegra Private Wealth Group
Missouri
$362K
MIC
1595
Means Investment Company
Maine
$362K
SWM
1596
Shepherd Wealth Management
Ohio
$361K
FBFS
1597
First Business Financial Services
Wisconsin
$360K
AFGAS
1598
Allegiance Financial Group Advisory Services
Virginia
$359K
WP
1599
Waycross Partners
Kentucky
$359K
FCA
1600
FLC Capital Advisors
California
$359K