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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
VAG
1776
VisionPoint Advisory Group
Texas
$292K
LRPA
1777
L. Roy Papp & Associates
Arizona
$292K
GD
1778
Grandfield & Dodd
New York
$291K
EPW
1779
Evolve Private Wealth
California
$290K
NSAM
1780
North Star Asset Management
Wisconsin
$289K
CH
1781
Cromwell Holdings
Wyoming
$289K
TWM
1782
Tradition Wealth Management
Minnesota
$289K
SPF
1783
South Plains Financial
Texas
$289K
AWA
1784
AmeriServ Wealth Advisors
Pennsylvania
$288K
FLFS
1785
Family Legacy Financial Solutions
North Carolina
$288K
FFWA
1786
FRG Family Wealth Advisors
Washington
$287K
KCP
1787
Kera Capital Partners
California
$286K
HWM
1788
Howard Wealth Management
Connecticut
$284K
RC
1789
Rexford Capital
Texas
$284K
GT
1790
GreatBanc Trust
Illinois
$284K
RWI
1791
Red Wave Investments
Pennsylvania
$284K
RCWM
1792
Royal Capital Wealth Management
Indiana
$283K
CAM
1793
Cozad Asset Management
Illinois
$283K
EFSCE
1794
Enterprise Financial Services Corp (EFSC)
Missouri
$283K
AA
1795
Apriem Advisors
California
$281K
KIA
1796
Kraematon Investment Advisors
Massachusetts
$281K
OCBCO
1797
Oversea-Chinese Banking Corp (OCBC)
Singapore
$281K
SEP
1798
Signature Equity Partners
Ohio
$280K
VCM
1799
Versant Capital Management
Arizona
$280K
SIM
1800
Sentry Investment Management
Wisconsin
$280K