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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
CNBTD
1726
Citizens National Bank Trust Department
Mississippi
$304K
CA
1727
Capital Advantage
California
$303K
WI
1728
WBI Investments
New Jersey
$303K
CCL
1729
Clearwave Capital, LLC
California
$303K
SFO
1730
Stokes Family Office
Louisiana
$303K
PA
1731
PSI Advisors
Florida
$303K
PFT
1732
Providence First Trust
Arizona
$302K
EWM
1733
Elmwood Wealth Management
California
$302K
ATWA
1734
Arbor Trust Wealth Advisors
Michigan
$301K
TB
1735
Terril Brothers
Missouri
$301K
BWCS
1736
Beirne Wealth Consulting Services
Connecticut
$299K
EA
1737
Everpar Advisors
Oklahoma
$297K
AG
1738
AlTi Global
New York
$297K
RBWA
1739
RFG - Bristol Wealth Advisors
Massachusetts
$297K
HPIA
1740
Hamilton Point Investment Advisors
North Carolina
$297K
KF
1741
Krilogy Financial
Missouri
$295K
LCM
1742
Lazari Capital Management
California
$295K
HHCP
1743
Hilton Head Capital Partners
South Carolina
$295K
BC
1744
Burney Company
Virginia
$295K
S
1745
Sunpointe
Missouri
$295K
IC
1746
Inscription Capital
Texas
$294K
WTA
1747
Washington Trust Advisors
Massachusetts
$294K
SW
1748
Schulz Wealth
Texas
$294K
KA
1749
Klingman & Associates
New York
$293K
MWM
1750
Maltin Wealth Management
New Jersey
$293K