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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
SPWG
1601
Syntegra Private Wealth Group
Missouri
$362K
MIC
1602
Means Investment Company
Maine
$362K
SWM
1603
Shepherd Wealth Management
Ohio
$361K
FBFS
1604
First Business Financial Services
Wisconsin
$360K
AFGAS
1605
Allegiance Financial Group Advisory Services
Virginia
$359K
WP
1606
Waycross Partners
Kentucky
$359K
FCA
1607
FLC Capital Advisors
California
$359K
LIA
1608
LSP Investment Advisors
New York
$359K
PIMG
1609
Patriot Investment Management Group
Tennessee
$357K
JWM
1610
Jackson Wealth Management
Florida
$357K
EB
1611
Exchange Bank
California
$357K
BMC
1612
Benin Management Corp
Connecticut
$356K
SWM
1613
Spire Wealth Management
Virginia
$354K
AFAS
1614
Acorn Financial Advisory Services
Virginia
$354K
BWA
1615
Bestgate Wealth Advisors
Maryland
$353K
AA
1616
Alta Advisers
United Kingdom
$352K
WPI
1617
Walter Public Investments
Canada
$352K
CWM
1618
Centurion Wealth Management
Virginia
$352K
TBT
1619
Texas Bank & Trust
Texas
$351K
WA1
1620
Wimmer Associates 1
California
$351K
NG
1621
Novem Group
New York
$350K
UAG
1622
United Advisor Group
Ohio
$350K
NAMNJ
1623
NorthStar Asset Management (New Jersey)
New Jersey
$349K
DOA
1624
D'Orazio & Associates
Virginia
$349K
AWAU
1625
Alliance Wealth Advisors (Utah)
Utah
$349K