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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
GCP
1801
GSA Capital Partners
United Kingdom
$272K
IPW
1802
Intergy Private Wealth
Colorado
$272K
PPWM
1803
Premier Private Wealth Management
Florida
$271K
MKC
1804
M. Kraus & Co
Vermont
$271K
WEG
1805
World Equity Group
Illinois
$271K
MAM
1806
Mainsail Asset Management
Alabama
$270K
GG
1807
Gleason Group
Kentucky
$270K
TFP
1808
Tilia Fiduciary Partners
North Carolina
$269K
SCP
1809
Sivia Capital Partners
California
$269K
CSB
1810
City State Bank
Iowa
$269K
WSA
1811
Warm Springs Advisors
California
$269K
JF
1812
Joule Financial
Kentucky
$268K
KSB
1813
Kennebec Savings Bank
Maine
$267K
SIC
1814
Sigma Investment Counselors
Michigan
$266K
KI
1815
KTF Investments
California
$266K
RWM
1816
Riverbend Wealth Management
South Carolina
$266K
AIM
1817
Alhambra Investment Management
Florida
$266K
CSPIA
1818
Cary Street Partners Investment Advisory
Virginia
$265K
CBT
1819
Central Bank & Trust
Kentucky
$264K
KOC
1820
Koss-Olinger Consulting
Florida
$264K
PCMNC
1821
Piedmont Capital Management (North Carolina)
North Carolina
$264K
VCAM
1822
Van Cleef Asset Management
Ohio
$264K
SB
1823
Sunflower Bank
Texas
$263K
BFA
1824
Buttonwood Financial Advisors
Maryland
$263K
MWM
1825
Manske Wealth Management
Texas
$263K