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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
RFS
1651
Richardson Financial Services
Massachusetts
$331K
ABWM
1652
Alpine Bank Wealth Management
Colorado
$331K
7WCP
1653
71 West Capital Partners
Massachusetts
$330K
CCC
1654
Chelsea Counsel Company
California
$328K
FBT
1655
First Bankers Trust
Kentucky
$328K
CB
1656
Centennial Bank
Arkansas
$327K
TCM
1657
Traynor Capital Management
Pennsylvania
$327K
FCFC
1658
First Citizens Financial Corp
Iowa
$327K
PIP
1659
Peachtree Investment Partners
Florida
$327K
GCM
1660
Generation Capital Management
New York
$326K
FWTB
1661
First Western Trust Bank
Colorado
$326K
RCA
1662
Resonant Capital Advisors
Wisconsin
$325K
UWP
1663
Uniting Wealth Partners
Kansas
$325K
MWP
1664
Meriwether Wealth & Planning
Louisiana
$325K
CGL
1665
Clarius Group LLC
Washington
$325K
AAMC
1666
Asset Allocation & Management Company
Illinois
$325K
MHR
1667
Matthew Hamilton Rosenberg
$324K
PK
1668
Pflug Koory
Nebraska
$324K
LAS
1669
Lloyd Advisory Services
Georgia
$324K
GAA
1670
Global Assets Advisory
Florida
$324K
SIA
1671
SkyView Investment Advisors
New Jersey
$324K
MWM
1672
Meadowbrook Wealth Management
New York
$324K
VC
1673
VarCov Co
Connecticut
$324K
RMAM
1674
Raab & Moskowitz Asset Management
New Jersey
$323K
BHPW
1675
Beverly Hills Private Wealth
California
$323K