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