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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
LIA
1601
LSP Investment Advisors
New York
$359K
PIMG
1602
Patriot Investment Management Group
Tennessee
$357K
JWM
1603
Jackson Wealth Management
Florida
$357K
EB
1604
Exchange Bank
California
$357K
BMC
1605
Benin Management Corp
Connecticut
$356K
SWM
1606
Spire Wealth Management
Virginia
$354K
AFAS
1607
Acorn Financial Advisory Services
Virginia
$354K
BWA
1608
Bestgate Wealth Advisors
Maryland
$353K
AA
1609
Alta Advisers
United Kingdom
$352K
WPI
1610
Walter Public Investments
Canada
$352K
CWM
1611
Centurion Wealth Management
Virginia
$352K
TBT
1612
Texas Bank & Trust
Texas
$351K
WA1
1613
Wimmer Associates 1
California
$351K
NG
1614
Novem Group
New York
$350K
UAG
1615
United Advisor Group
Ohio
$350K
NAMNJ
1616
NorthStar Asset Management (New Jersey)
New Jersey
$349K
DOA
1617
D'Orazio & Associates
Virginia
$349K
AWAU
1618
Alliance Wealth Advisors (Utah)
Utah
$349K
AWM
1619
Adams Wealth Management
Utah
$349K
CI
1620
CacheTech Inc
Utah
$349K
ARA
1621
Approach Retirement Advisors
Alabama
$349K
CFG
1622
Cooper Financial Group
California
$349K
SFG
1623
Sovereign Financial Group
Connecticut
$348K
MA
1624
MKT Advisors
California
$348K
CB
1625
CNB Bank
Pennsylvania
$346K