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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
LCM
1751
Lazari Capital Management
California
$295K
HHCP
1752
Hilton Head Capital Partners
South Carolina
$295K
BC
1753
Burney Company
Virginia
$295K
S
1754
Sunpointe
Missouri
$295K
IC
1755
Inscription Capital
Texas
$294K
SW
1756
Schulz Wealth
Texas
$294K
WTA
1757
Washington Trust Advisors
Massachusetts
$294K
KA
1758
Klingman & Associates
New York
$293K
MWM
1759
Maltin Wealth Management
New Jersey
$293K
PAM
1760
Paradigm Asset Management
New York
$293K
CA
1761
COFG Advisors
Illinois
$293K
CRI
1762
Colonial River Investments
Virginia
$292K
BCM
1763
Banyan Capital Management
Georgia
$292K
VAG
1764
VisionPoint Advisory Group
Texas
$292K
LRPA
1765
L. Roy Papp & Associates
Arizona
$292K
GD
1766
Grandfield & Dodd
New York
$291K
EPW
1767
Evolve Private Wealth
California
$290K
NSAM
1768
North Star Asset Management
Wisconsin
$289K
CH
1769
Cromwell Holdings
Wyoming
$289K
TWM
1770
Tradition Wealth Management
Minnesota
$289K
SPF
1771
South Plains Financial
Texas
$289K
AWA
1772
AmeriServ Wealth Advisors
Pennsylvania
$288K
FLFS
1773
Family Legacy Financial Solutions
North Carolina
$288K
FFWA
1774
FRG Family Wealth Advisors
Washington
$287K
KCP
1775
Kera Capital Partners
California
$286K