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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
HWM
1776
Howard Wealth Management
Connecticut
$284K
RC
1777
Rexford Capital
Texas
$284K
GT
1778
GreatBanc Trust
Illinois
$284K
RWI
1779
Red Wave Investments
Pennsylvania
$284K
RCWM
1780
Royal Capital Wealth Management
Indiana
$283K
CAM
1781
Cozad Asset Management
Illinois
$283K
EFSCE
1782
Enterprise Financial Services Corp (EFSC)
Missouri
$283K
AA
1783
Apriem Advisors
California
$281K
KIA
1784
Kraematon Investment Advisors
Massachusetts
$281K
OCBCO
1785
Oversea-Chinese Banking Corp (OCBC)
Singapore
$281K
SEP
1786
Signature Equity Partners
Ohio
$280K
VCM
1787
Versant Capital Management
Arizona
$280K
SIM
1788
Sentry Investment Management
Wisconsin
$280K
PCA
1789
Pallas Capital Advisors
Massachusetts
$279K
BIG
1790
Brookwood Investment Group
Arizona
$279K
FFB
1791
First Financial Bankshares
Texas
$279K
TCWM
1792
Total Clarity Wealth Management
Illinois
$278K
MFS
1793
Miller Financial Services
Michigan
$278K
OPTFSNA
1794
Old Point Trust & Financial Services N A
Virginia
$278K
PPG
1795
Peak Planning Group
Colorado
$278K
WFA
1796
Wellspring Financial Advisors
Ohio
$277K
CG
1797
Curat Global
New Hampshire
$277K
LWPC
1798
Legacy Wealth Partners (Colorado)
Colorado
$276K
LGWM
1799
Litman Gregory Wealth Management
California
$276K
SWM
1800
Sandro Wealth Management
New Jersey
$275K