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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
VHAM
1726
Van Hulzen Asset Management
California
$312K
CPWL
1727
Coquina Private Wealth LLC
Florida
$312K
I
1728
INVST
Indiana
$312K
SL
1729
Sentinus LLC
Illinois
$311K
OA
1730
Oxbow Advisors
Texas
$310K
CG
1731
CFO4Life Group
Texas
$310K
SFG
1732
Sather Financial Group
Texas
$310K
FMI
1733
F/M Investments
District of Columbia
$309K
PIA
1734
Perennial Investment Advisors
California
$309K
WQ
1735
Wealth Quarterback
New Jersey
$307K
RPC
1736
Rossmore Private Capital
Connecticut
$307K
LCM
1737
LCM Capital Management
Illinois
$307K
SWA
1738
Strata Wealth Advisors
Texas
$307K
JWBC
1739
J.W. Burns & Co
New York
$306K
PWM
1740
Partnership Wealth Management
Maryland
$306K
KA
1741
Kozak & Associates
Colorado
$306K
BWMG
1742
Barnes Wealth Management Group
California
$306K
JTF
1743
J. Team Financial
Texas
$305K
UF
1744
Univest Financial
Pennsylvania
$305K
AWA
1745
A4 Wealth Advisors
North Carolina
$304K
CCA
1746
Cravens & Co Advisors
Tennessee
$304K
CNBTD
1747
Citizens National Bank Trust Department
Mississippi
$304K
CA
1748
Capital Advantage
California
$303K
WI
1749
WBI Investments
New Jersey
$303K
CC
1750
Clearwave Capital
California
$303K