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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
KCM
1576
Kathmere Capital Management
Pennsylvania
$372K
BMC
1577
Beaton Management Company
Massachusetts
$372K
SN
1578
Sittner & Nelson
Oregon
$372K
AG
1579
AmeriFlex Group
Nevada
$371K
4WM
1580
44 Wealth Management
Oregon
$371K
MGAM
1581
McGowan Group Asset Management
Texas
$371K
RDFA
1582
Ritter Daniher Financial Advisory
Ohio
$371K
BWM
1583
BKM Wealth Management
Wisconsin
$371K
SAM
1584
Summit Asset Management
Tennessee
$371K
MSFS
1585
Main Street Financial Solutions
Pennsylvania
$370K
PEA
1586
Park Edge Advisors
Ohio
$370K
WPA
1587
West Paces Advisors
Georgia
$370K
CST
1588
Charles Schwab Trust
Nevada
$370K
CFA
1589
CWS Financial Advisors
Michigan
$370K
CS
1590
Cannell & Spears
New York
$369K
BTW
1591
Boston Trust Walden
Massachusetts
$369K
MCA
1592
Magnolia Capital Advisors
Mississippi
$368K
WBWA
1593
William B. Walkup & Associates
South Carolina
$368K
GAM
1594
Griffin Asset Management
New York
$367K
HWA
1595
Heartwood Wealth Advisors
Virginia
$366K
NPF
1596
Norris Perne & French
Michigan
$365K
NSG
1597
Nalls Sherbakoff Group
Tennessee
$363K
CAWM
1598
Capital Advisors Wealth Management
Washington
$363K
SAW
1599
Signal Advisors Wealth
Michigan
$363K
MWA
1600
Muirfield Wealth Advisors
North Carolina
$363K