DUK icon

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
CC
1826
Cultivar Capital
Texas
$262K
OL
1827
OneFund LLC
Florida
$261K
NHT
1828
New Hampshire Trust
New Hampshire
$261K
CFSG
1829
Clark Financial Services Group
Missouri
$261K
CPA
1830
Capital Planning Advisors
California
$260K
SPWM
1831
Smith Partners Wealth Management
North Carolina
$259K
MPCG
1832
Matrix Private Capital Group
New York
$258K
TSMHT
1833
Thurston Springer Miller Herd & Titak
Indiana
$258K
MEAC
1834
M.E. Allison & Co
Texas
$257K
VFPW
1835
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
JAA
1836
Joel Adams & Associates
North Carolina
$257K
RBC
1837
Roble Belko & Company
Pennsylvania
$256K
CIC
1838
Chilton Investment Company
Connecticut
$255K
BWM
1839
Blossom Wealth Management
California
$255K
FMTCOCP
1840
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K
CCA
1841
Clearwater Capital Advisors
Illinois
$253K
RT
1842
Rockland Trust
Massachusetts
$253K
MFP
1843
Meramec Financial Planners
Missouri
$252K
AA
1844
Auxano Advisors
Washington
$252K
QIM
1845
Quest Investment Management
Oregon
$250K
SFM
1846
Signet Financial Management
New Jersey
$250K
RSWM
1847
Robertson Stephens Wealth Management
California
$249K
EIM
1848
Essex Investment Management
Massachusetts
$249K
OF
1849
Optimize Financial
California
$248K
AIM
1850
Aigen Investment Management
New York
$248K