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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
WEG
1826
World Equity Group
Illinois
$271K
MAM
1827
Mainsail Asset Management
Alabama
$270K
GG
1828
Gleason Group
Kentucky
$270K
TFP
1829
Tilia Fiduciary Partners
North Carolina
$269K
SCP
1830
Sivia Capital Partners
California
$269K
CSB
1831
City State Bank
Iowa
$269K
WSA
1832
Warm Springs Advisors
California
$269K
JF
1833
Joule Financial
Kentucky
$268K
KSB
1834
Kennebec Savings Bank
Maine
$267K
SIC
1835
Sigma Investment Counselors
Michigan
$266K
KI
1836
KTF Investments
California
$266K
RWM
1837
Riverbend Wealth Management
South Carolina
$266K
AIM
1838
Alhambra Investment Management
Florida
$266K
CSPIA
1839
Cary Street Partners Investment Advisory
Virginia
$265K
CBT
1840
Central Bank & Trust
Kentucky
$264K
KOC
1841
Koss-Olinger Consulting
Florida
$264K
BWA
1842
Basecamp Wealth Advisors
Washington
$264K
PCMNC
1843
Piedmont Capital Management (North Carolina)
North Carolina
$264K
VCAM
1844
Van Cleef Asset Management
Ohio
$264K
SB
1845
Sunflower Bank
Texas
$263K
BFA
1846
Buttonwood Financial Advisors
Maryland
$263K
MWM
1847
Manske Wealth Management
Texas
$263K
CC
1848
Cultivar Capital
Texas
$262K
OL
1849
OneFund LLC
Florida
$261K
NHT
1850
New Hampshire Trust
New Hampshire
$261K