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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
CSA
1801
Cottage Street Advisors
Massachusetts
$275K
CM
1802
Cornerstone Management
Georgia
$275K
FRA
1803
Front Row Advisors
California
$275K
VA
1804
Veratis Advisors
North Carolina
$274K
KWM
1805
KFG Wealth Management
Indiana
$274K
WAM
1806
Weatherly Asset Management
California
$274K
ACA
1807
Arsenal Capital Advisors
Pennsylvania
$273K
FUBT
1808
First United Bank & Trust
Maryland
$273K
LCWP
1809
Legacy Capital Wealth Partners
Arkansas
$272K
GCP
1810
GSA Capital Partners
United Kingdom
$272K
IPW
1811
Intergy Private Wealth
Colorado
$272K
PPWM
1812
Premier Private Wealth Management
Florida
$271K
MKC
1813
M. Kraus & Co
Vermont
$271K
WEG
1814
World Equity Group
Illinois
$271K
MAM
1815
Mainsail Asset Management
Alabama
$270K
GG
1816
Gleason Group
Kentucky
$270K
TFP
1817
Tilia Fiduciary Partners
North Carolina
$269K
SCP
1818
Sivia Capital Partners
California
$269K
CSB
1819
City State Bank
Iowa
$269K
WSA
1820
Warm Springs Advisors
California
$269K
JF
1821
Joule Financial
Kentucky
$268K
KSB
1822
Kennebec Savings Bank
Maine
$267K
SIC
1823
Sigma Investment Counselors
Michigan
$266K
KI
1824
KTF Investments
California
$266K
RWM
1825
Riverbend Wealth Management
South Carolina
$266K