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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
CSPIA
1826
Cary Street Partners Investment Advisory
Virginia
$265K
CBT
1827
Central Bank & Trust
Kentucky
$264K
KOC
1828
Koss-Olinger Consulting
Florida
$264K
PCMNC
1829
Piedmont Capital Management (North Carolina)
North Carolina
$264K
VCAM
1830
Van Cleef Asset Management
Ohio
$264K
SB
1831
Sunflower Bank
Texas
$263K
BFA
1832
Buttonwood Financial Advisors
Maryland
$263K
MWM
1833
Manske Wealth Management
Texas
$263K
CC
1834
Cultivar Capital
Texas
$262K
OL
1835
OneFund LLC
Florida
$261K
NHT
1836
New Hampshire Trust
New Hampshire
$261K
CFSG
1837
Clark Financial Services Group
Missouri
$261K
CPA
1838
Capital Planning Advisors
California
$260K
SPWM
1839
Smith Partners Wealth Management
North Carolina
$259K
MPCG
1840
Matrix Private Capital Group
New York
$258K
TSMHT
1841
Thurston Springer Miller Herd & Titak
Indiana
$258K
MEAC
1842
M.E. Allison & Co
Texas
$257K
VFPW
1843
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
JAA
1844
Joel Adams & Associates
North Carolina
$257K
RBC
1845
Roble Belko & Company
Pennsylvania
$256K
CIC
1846
Chilton Investment Company
Connecticut
$255K
BWM
1847
Blossom Wealth Management
California
$255K
FMTCOCP
1848
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K
CCA
1849
Clearwater Capital Advisors
Illinois
$253K
RT
1850
Rockland Trust
Massachusetts
$253K