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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
RC
1776
Rexford Capital
Texas
$284K
GT
1777
GreatBanc Trust
Illinois
$284K
RWI
1778
Red Wave Investments
Pennsylvania
$284K
RCWM
1779
Royal Capital Wealth Management
Indiana
$283K
CAM
1780
Cozad Asset Management
Illinois
$283K
EFSCE
1781
Enterprise Financial Services Corp (EFSC)
Missouri
$283K
AA
1782
Apriem Advisors
California
$281K
KIA
1783
Kraematon Investment Advisors
Massachusetts
$281K
OCBCO
1784
Oversea-Chinese Banking Corp (OCBC)
Singapore
$281K
SEP
1785
Signature Equity Partners
Ohio
$280K
VCM
1786
Versant Capital Management
Arizona
$280K
SIM
1787
Sentry Investment Management
Wisconsin
$280K
PCA
1788
Pallas Capital Advisors
Massachusetts
$279K
BIG
1789
Brookwood Investment Group
Arizona
$279K
FFB
1790
First Financial Bankshares
Texas
$279K
TCWM
1791
Total Clarity Wealth Management
Illinois
$278K
MFS
1792
Miller Financial Services
Michigan
$278K
OPTFSNA
1793
Old Point Trust & Financial Services N A
Virginia
$278K
PPG
1794
Peak Planning Group
Colorado
$278K
WFA
1795
Wellspring Financial Advisors
Ohio
$277K
CG
1796
Curat Global
New Hampshire
$277K
LWPC
1797
Legacy Wealth Partners (Colorado)
Colorado
$276K
LGWM
1798
Litman Gregory Wealth Management
California
$276K
SWM
1799
Sandro Wealth Management
New Jersey
$275K
CSA
1800
Cottage Street Advisors
Massachusetts
$275K