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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
AWAU
1626
Alliance Wealth Advisors (Utah)
Utah
$349K
AWM
1627
Adams Wealth Management
Utah
$349K
CI
1628
CacheTech Inc
Utah
$349K
ARA
1629
Approach Retirement Advisors
Alabama
$349K
CFG
1630
Cooper Financial Group
California
$349K
SFG
1631
Sovereign Financial Group
Connecticut
$348K
MA
1632
MKT Advisors
California
$348K
CB
1633
CNB Bank
Pennsylvania
$346K
1WM
1634
1900 Wealth Management
Texas
$346K
CAGAS
1635
Capital Advisory Group Advisory Services
Minnesota
$346K
GSWA
1636
Good Steward Wealth Advisors
Tennessee
$346K
FS
1637
Financial Symmetry
North Carolina
$345K
VST
1638
Van Strum & Towne
California
$344K
CIG
1639
Cascade Investment Group
Colorado
$344K
LT
1640
Legacy Trust
Michigan
$343K
LBC
1641
Leigh Baldwin & Co
New York
$341K
MMA
1642
Miracle Mile Advisors
California
$340K
AWS
1643
Alliance Wealth Strategies
Virginia
$340K
HF
1644
Holcombe Financial
Georgia
$339K
RWP
1645
Revolve Wealth Partners
New Jersey
$339K
SWM
1646
Salvus Wealth Management
New Jersey
$339K
PCM
1647
Palisade Capital Management
New Jersey
$338K
SAM
1648
Sequent Asset Management
Texas
$338K
SJL
1649
Shayne & Jacobs LLC
Tennessee
$338K
BFAG
1650
Blackston Financial Advisory Group
Florida
$338K