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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
PCA
1801
Pallas Capital Advisors
Massachusetts
$279K
BIG
1802
Brookwood Investment Group
Arizona
$279K
FFB
1803
First Financial Bankshares
Texas
$279K
TCWM
1804
Total Clarity Wealth Management
Illinois
$278K
MFS
1805
Miller Financial Services
Michigan
$278K
OPTFSNA
1806
Old Point Trust & Financial Services N A
Virginia
$278K
PPG
1807
Peak Planning Group
Colorado
$278K
WFA
1808
Wellspring Financial Advisors
Ohio
$277K
CG
1809
Curat Global
New Hampshire
$277K
LWPC
1810
Legacy Wealth Partners (Colorado)
Colorado
$276K
LGWM
1811
Litman Gregory Wealth Management
California
$276K
SWM
1812
Sandro Wealth Management
New Jersey
$275K
CSA
1813
Cottage Street Advisors
Massachusetts
$275K
CM
1814
Cornerstone Management
Georgia
$275K
FRA
1815
Front Row Advisors
California
$275K
VA
1816
Veratis Advisors
North Carolina
$274K
KWM
1817
KFG Wealth Management
Indiana
$274K
WAM
1818
Weatherly Asset Management
California
$274K
ACA
1819
Arsenal Capital Advisors
Pennsylvania
$273K
FUBT
1820
First United Bank & Trust
Maryland
$273K
LCWP
1821
Legacy Capital Wealth Partners
Arkansas
$272K
GCP
1822
GSA Capital Partners
United Kingdom
$272K
IPW
1823
Intergy Private Wealth
Colorado
$272K
PPWM
1824
Premier Private Wealth Management
Florida
$271K
MKC
1825
M. Kraus & Co
Vermont
$271K