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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
CFSG
1851
Clark Financial Services Group
Missouri
$261K
CPA
1852
Capital Planning Advisors
California
$260K
SPWM
1853
Smith Partners Wealth Management
North Carolina
$259K
MPCG
1854
Matrix Private Capital Group
New York
$258K
TSMHT
1855
Thurston Springer Miller Herd & Titak
Indiana
$258K
MEAC
1856
M.E. Allison & Co
Texas
$257K
VFPW
1857
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
JAA
1858
Joel Adams & Associates
North Carolina
$257K
RBC
1859
Roble Belko & Company
Pennsylvania
$256K
CIC
1860
Chilton Investment Company
Connecticut
$255K
BWM
1861
Blossom Wealth Management
California
$255K
FMTCOCP
1862
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K
CCA
1863
Clearwater Capital Advisors
Illinois
$253K
RT
1864
Rockland Trust
Massachusetts
$253K
MFP
1865
Meramec Financial Planners
Missouri
$252K
AA
1866
Auxano Advisors
Washington
$252K
QIM
1867
Quest Investment Management
Oregon
$250K
SFM
1868
Signet Financial Management
New Jersey
$250K
RSWM
1869
Robertson Stephens Wealth Management
California
$249K
EIM
1870
Essex Investment Management
Massachusetts
$249K
OF
1871
Optimize Financial
California
$248K
AIM
1872
Aigen Investment Management
New York
$248K
FWI
1873
Facet Wealth Inc
Maryland
$248K
BW
1874
Balance Wealth
Ohio
$248K
PWM
1875
Provident Wealth Management
Tennessee
$247K