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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
PAM
1751
Paradigm Asset Management
New York
$293K
CA
1752
COFG Advisors
Illinois
$293K
CRI
1753
Colonial River Investments
Virginia
$292K
BCM
1754
Banyan Capital Management
Georgia
$292K
VAG
1755
VisionPoint Advisory Group
Texas
$292K
LRPA
1756
L. Roy Papp & Associates
Arizona
$292K
GD
1757
Grandfield & Dodd
New York
$291K
EPW
1758
Evolve Private Wealth
California
$290K
NSAM
1759
North Star Asset Management
Wisconsin
$289K
CH
1760
Cromwell Holdings
Wyoming
$289K
TWM
1761
Tradition Wealth Management
Minnesota
$289K
SPF
1762
South Plains Financial
Texas
$289K
AWA
1763
AmeriServ Wealth Advisors
Pennsylvania
$288K
FLFS
1764
Family Legacy Financial Solutions
North Carolina
$288K
FFWA
1765
FRG Family Wealth Advisors
Washington
$287K
KCP
1766
Kera Capital Partners
California
$286K
HWM
1767
Howard Wealth Management
Connecticut
$284K
RC
1768
Rexford Capital
Texas
$284K
GT
1769
GreatBanc Trust
Illinois
$284K
RWI
1770
Red Wave Investments
Pennsylvania
$284K
RCWM
1771
Royal Capital Wealth Management
Indiana
$283K
CAM
1772
Cozad Asset Management
Illinois
$283K
EFSCE
1773
Enterprise Financial Services Corp (EFSC)
Missouri
$283K
AA
1774
Apriem Advisors
California
$281K
KIA
1775
Kraematon Investment Advisors
Massachusetts
$281K