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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
PK
1676
Pflug Koory
Nebraska
$324K
LAS
1677
Lloyd Advisory Services
Georgia
$324K
GAA
1678
Global Assets Advisory
Florida
$324K
SIA
1679
SkyView Investment Advisors
New Jersey
$324K
MWM
1680
Meadowbrook Wealth Management
New York
$324K
VC
1681
VarCov Co
Connecticut
$324K
RMAM
1682
Raab & Moskowitz Asset Management
New Jersey
$323K
BHPW
1683
Beverly Hills Private Wealth
California
$323K
EIP
1684
Ellis Investment Partners
Pennsylvania
$323K
BCG
1685
BayBridge Capital Group
California
$323K
BW
1686
BXM Wealth
Colorado
$322K
TCFP
1687
Treasure Coast Financial Planning
Florida
$322K
TIA
1688
Tandem Investment Advisors
South Carolina
$322K
CCMG
1689
Connecticut Capital Management Group
Connecticut
$321K
PCMF
1690
Private Capital Management (Florida)
Florida
$321K
SA
1691
Sovran Advisors
California
$320K
RWA
1692
Redhawk Wealth Advisors
Minnesota
$320K
ST
1693
Smithfield Trust
Pennsylvania
$320K
ITIM
1694
Indiana Trust & Investment Management
Indiana
$319K
IA
1695
IFC Advisors
California
$318K
WAG
1696
Winthrop Advisory Group
Massachusetts
$318K
Kayne Anderson Rudnick Investment Management
1697
Kayne Anderson Rudnick Investment Management
California
$317K
CT
1698
Clearstead Trust
Maine
$317K
CPSC
1699
Carl P. Sherr & Co
Massachusetts
$317K
SAM
1700
Smith Asset Management
Florida
$317K