DUK icon

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
SWM
1701
SpringVest Wealth Management
Texas
$314K
PVI
1702
Pine Valley Investments
New Jersey
$314K
MAV
1703
Mason & Associates (Virginia)
Virginia
$313K
PB
1704
Pinnacle Bancorp
Nebraska
$313K
VHAM
1705
Van Hulzen Asset Management
California
$312K
CPWL
1706
Coquina Private Wealth LLC
Florida
$312K
I
1707
INVST
Indiana
$312K
SL
1708
Sentinus LLC
Illinois
$311K
OA
1709
Oxbow Advisors
Texas
$310K
CG
1710
CFO4Life Group
Texas
$310K
SFG
1711
Sather Financial Group
Texas
$310K
FMI
1712
F/M Investments
District of Columbia
$309K
PIA
1713
Perennial Investment Advisors
California
$309K
WQ
1714
Wealth Quarterback
New Jersey
$307K
RPC
1715
Rossmore Private Capital
Connecticut
$307K
LCM
1716
LCM Capital Management
Illinois
$307K
SWA
1717
Strata Wealth Advisors
Texas
$307K
JWBC
1718
J.W. Burns & Co
New York
$306K
PWM
1719
Partnership Wealth Management
Maryland
$306K
KA
1720
Kozak & Associates
Colorado
$306K
BWMG
1721
Barnes Wealth Management Group
California
$306K
JTF
1722
J. Team Financial
Texas
$305K
UF
1723
Univest Financial
Pennsylvania
$305K
AWA
1724
A4 Wealth Advisors
North Carolina
$304K
CCA
1725
Cravens & Co Advisors
Tennessee
$304K