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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
JWBC
1726
J.W. Burns & Co
New York
$306K
PWM
1727
Partnership Wealth Management
Maryland
$306K
KA
1728
Kozak & Associates
Colorado
$306K
BWMG
1729
Barnes Wealth Management Group
California
$306K
JTF
1730
J. Team Financial
Texas
$305K
UF
1731
Univest Financial
Pennsylvania
$305K
AWA
1732
A4 Wealth Advisors
North Carolina
$304K
CCA
1733
Cravens & Co Advisors
Tennessee
$304K
CNBTD
1734
Citizens National Bank Trust Department
Mississippi
$304K
CA
1735
Capital Advantage
California
$303K
WI
1736
WBI Investments
New Jersey
$303K
CC
1737
Clearwave Capital
California
$303K
SFO
1738
Stokes Family Office
Louisiana
$303K
PA
1739
PSI Advisors
Florida
$303K
PFT
1740
Providence First Trust
Arizona
$302K
EWM
1741
Elmwood Wealth Management
California
$302K
ATWA
1742
Arbor Trust Wealth Advisors
Michigan
$301K
TB
1743
Terril Brothers
Missouri
$301K
BWCS
1744
Beirne Wealth Consulting Services
Connecticut
$299K
EA
1745
Everpar Advisors
Oklahoma
$297K
AG
1746
AlTi Global
New York
$297K
RBWA
1747
RFG - Bristol Wealth Advisors
Massachusetts
$297K
HPIA
1748
Hamilton Point Investment Advisors
North Carolina
$297K
KF
1749
Krilogy Financial
Missouri
$295K
LCM
1750
Lazari Capital Management
California
$295K