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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
SAM
1701
Smith Asset Management
Florida
$317K
BAM
1702
Belleair Asset Management
Florida
$316K
CW
1703
Channel Wealth
California
$316K
LIA
1704
LBMC Investment Advisors
Tennessee
$316K
WAC
1705
William Allan Corp
Colorado
$316K
HIS
1706
Horizon Investment Services
Indiana
$315K
BAM
1707
Berkshire Asset Management
Pennsylvania
$315K
SC
1708
Searle & Co
Connecticut
$315K
MSFP
1709
Mark Sheptoff Financial Planning
Connecticut
$315K
SWM
1710
SpringVest Wealth Management
Texas
$314K
PVI
1711
Pine Valley Investments
New Jersey
$314K
MAV
1712
Mason & Associates (Virginia)
Virginia
$313K
PB
1713
Pinnacle Bancorp
Nebraska
$313K
VHAM
1714
Van Hulzen Asset Management
California
$312K
CPWL
1715
Coquina Private Wealth LLC
Florida
$312K
I
1716
INVST
Indiana
$312K
SL
1717
Sentinus LLC
Illinois
$311K
OA
1718
Oxbow Advisors
Texas
$310K
CG
1719
CFO4Life Group
Texas
$310K
SFG
1720
Sather Financial Group
Texas
$310K
FMI
1721
F/M Investments
District of Columbia
$309K
PIA
1722
Perennial Investment Advisors
California
$309K
WQ
1723
Wealth Quarterback
New Jersey
$307K
RPC
1724
Rossmore Private Capital
Connecticut
$307K
LCM
1725
LCM Capital Management
Illinois
$307K