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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
CCA
1851
Clearwater Capital Advisors
Illinois
$253K
RT
1852
Rockland Trust
Massachusetts
$253K
MFP
1853
Meramec Financial Planners
Missouri
$252K
AA
1854
Auxano Advisors
Washington
$252K
QIM
1855
Quest Investment Management
Oregon
$250K
SFM
1856
Signet Financial Management
New Jersey
$250K
RSWM
1857
Robertson Stephens Wealth Management
California
$249K
EIM
1858
Essex Investment Management
Massachusetts
$249K
OF
1859
Optimize Financial
California
$248K
AIM
1860
Aigen Investment Management
New York
$248K
FWI
1861
Facet Wealth Inc
Maryland
$248K
BW
1862
Balance Wealth
Ohio
$248K
PWM
1863
Provident Wealth Management
Tennessee
$247K
LCM
1864
Liberty Capital Management
Michigan
$247K
SWM
1865
SHP Wealth Management
Massachusetts
$247K
EL
1866
EWA LLC
Pennsylvania
$246K
LAM
1867
Longboard Asset Management
Arizona
$246K
AIP
1868
ARS Investment Partners
New York
$246K
SI
1869
Severin Investments
Missouri
$246K
PWM
1870
Partners Wealth Management
California
$246K
PMSA
1871
Patrick M. Sweeney & Associates
Illinois
$245K
AWS
1872
Arkfeld Wealth Strategies
Nebraska
$245K
FGWP
1873
Founders Grove Wealth Partners
Virginia
$245K
DWM
1874
Darwin Wealth Management
Florida
$244K
PCA
1875
Peddock Capital Advisors
Massachusetts
$243K