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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
SFO
1751
Stokes Family Office
Louisiana
$303K
PA
1752
PSI Advisors
Florida
$303K
PFT
1753
Providence First Trust
Arizona
$302K
EWM
1754
Elmwood Wealth Management
California
$302K
ATWA
1755
Arbor Trust Wealth Advisors
Michigan
$301K
TB
1756
Terril Brothers
Missouri
$301K
BWCS
1757
Beirne Wealth Consulting Services
Connecticut
$299K
EA
1758
Everpar Advisors
Oklahoma
$297K
AG
1759
AlTi Global
New York
$297K
RBWA
1760
RFG - Bristol Wealth Advisors
Massachusetts
$297K
HPIA
1761
Hamilton Point Investment Advisors
North Carolina
$297K
KF
1762
Krilogy Financial
Missouri
$295K
LCM
1763
Lazari Capital Management
California
$295K
HHCP
1764
Hilton Head Capital Partners
South Carolina
$295K
BC
1765
Burney Company
Virginia
$295K
S
1766
Sunpointe
Missouri
$295K
IC
1767
Inscription Capital
Texas
$294K
SW
1768
Schulz Wealth
Texas
$294K
WTA
1769
Washington Trust Advisors
Massachusetts
$294K
KA
1770
Klingman & Associates
New York
$293K
MWM
1771
Maltin Wealth Management
New Jersey
$293K
PAM
1772
Paradigm Asset Management
New York
$293K
CA
1773
COFG Advisors
Illinois
$293K
CRI
1774
Colonial River Investments
Virginia
$292K
BCM
1775
Banyan Capital Management
Georgia
$292K