DUK icon

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
OCBCO
1776
Oversea-Chinese Banking Corp (OCBC)
Singapore
$281K
SEP
1777
Signature Equity Partners
Ohio
$280K
VCM
1778
Versant Capital Management
Arizona
$280K
SIM
1779
Sentry Investment Management
Wisconsin
$280K
PCA
1780
Pallas Capital Advisors
Massachusetts
$279K
BIG
1781
Brookwood Investment Group
Arizona
$279K
FFB
1782
First Financial Bankshares
Texas
$279K
TCWM
1783
Total Clarity Wealth Management
Illinois
$278K
MFS
1784
Miller Financial Services
Michigan
$278K
OPTFSNA
1785
Old Point Trust & Financial Services N A
Virginia
$278K
PPG
1786
Peak Planning Group
Colorado
$278K
WFA
1787
Wellspring Financial Advisors
Ohio
$277K
CG
1788
Curat Global
New Hampshire
$277K
LWPC
1789
Legacy Wealth Partners (Colorado)
Colorado
$276K
LGWM
1790
Litman Gregory Wealth Management
California
$276K
SWM
1791
Sandro Wealth Management
New Jersey
$275K
CSA
1792
Cottage Street Advisors
Massachusetts
$275K
CM
1793
Cornerstone Management
Georgia
$275K
FRA
1794
Front Row Advisors
California
$275K
VA
1795
Veratis Advisors
North Carolina
$274K
KWM
1796
KFG Wealth Management
Indiana
$274K
WAM
1797
Weatherly Asset Management
California
$274K
ACA
1798
Arsenal Capital Advisors
Pennsylvania
$273K
FUBT
1799
First United Bank & Trust
Maryland
$273K
LCWP
1800
Legacy Capital Wealth Partners
Arkansas
$272K