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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
PCL
1651
PCB Capital LLC
New Jersey
$337K
PG
1652
Prostatis Group
Maryland
$337K
BAAM
1653
Baker Avenue Asset Management
California
$336K
CIA
1654
Choate Investment Advisors
Massachusetts
$336K
ISFAN
1655
Investor's Fiduciary Advisor Network
Washington
$335K
KC
1656
Knuff & Co
California
$335K
WCP
1657
Wealthcare Capital Partners
Pennsylvania
$334K
TCA
1658
Transcend Capital Advisors
New Jersey
$332K
MSWMA
1659
Market Street Wealth Management Advisors
Indiana
$331K
RFS
1660
Richardson Financial Services
Massachusetts
$331K
ABWM
1661
Alpine Bank Wealth Management
Colorado
$331K
7WCP
1662
71 West Capital Partners
Massachusetts
$330K
CCC
1663
Chelsea Counsel Company
California
$328K
FBT
1664
First Bankers Trust
Kentucky
$328K
CB
1665
Centennial Bank
Arkansas
$327K
TCM
1666
Traynor Capital Management
Pennsylvania
$327K
FCFC
1667
First Citizens Financial Corp
Iowa
$327K
PIP
1668
Peachtree Investment Partners
Florida
$327K
GCM
1669
Generation Capital Management
New York
$326K
FWTB
1670
First Western Trust Bank
Colorado
$326K
RCA
1671
Resonant Capital Advisors
Wisconsin
$325K
UWP
1672
Uniting Wealth Partners
Kansas
$325K
MWP
1673
Meriwether Wealth & Planning
Louisiana
$325K
CGL
1674
Clarius Group LLC
Washington
$325K
AAMC
1675
Asset Allocation & Management Company
Illinois
$325K