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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
1WM
1626
1900 Wealth Management
Texas
$346K
CAGAS
1627
Capital Advisory Group Advisory Services
Minnesota
$346K
GSWA
1628
Good Steward Wealth Advisors
Tennessee
$346K
FS
1629
Financial Symmetry
North Carolina
$345K
VST
1630
Van Strum & Towne
California
$344K
CIG
1631
Cascade Investment Group
Colorado
$344K
LT
1632
Legacy Trust
Michigan
$343K
LBC
1633
Leigh Baldwin & Co
New York
$341K
MMA
1634
Miracle Mile Advisors
California
$340K
AWS
1635
Alliance Wealth Strategies
Virginia
$340K
HF
1636
Holcombe Financial
Georgia
$339K
RWP
1637
Revolve Wealth Partners
New Jersey
$339K
SWM
1638
Salvus Wealth Management
New Jersey
$339K
PCM
1639
Palisade Capital Management
New Jersey
$338K
SAM
1640
Sequent Asset Management
Texas
$338K
SJL
1641
Shayne & Jacobs LLC
Tennessee
$338K
BFAG
1642
Blackston Financial Advisory Group
Florida
$338K
PG
1643
Prostatis Group
Maryland
$337K
BAAM
1644
Baker Avenue Asset Management
California
$336K
CIA
1645
Choate Investment Advisors
Massachusetts
$336K
ISFAN
1646
Investor's Fiduciary Advisor Network
Washington
$335K
KC
1647
Knuff & Co
California
$335K
WCP
1648
Wealthcare Capital Partners
Pennsylvania
$334K
TCA
1649
Transcend Capital Advisors
New Jersey
$332K
MSWMA
1650
Market Street Wealth Management Advisors
Indiana
$331K