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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
SIS
1901
Strategic Investment Solutions
Illinois
$233K
TAFW
1902
Tred Avon Family Wealth
Maryland
$233K
CWM
1903
CarsonAllaria Wealth Management
Illinois
$233K
LEA
1904
Legacy Edge Advisors
New York
$233K
OFG
1905
Oxford Financial Group
Indiana
$233K
PWPS
1906
Pinnacle Wealth Planning Services
Ohio
$233K
AFW
1907
Atlantic Family Wealth
Florida
$232K
MWM
1908
MGB Wealth Management
Texas
$232K
CFSG
1909
Community Financial Services Group
Vermont
$232K
NWMG
1910
Nicholson Wealth Management Group
South Carolina
$232K
TFS
1911
Thoroughbred Financial Services
Tennessee
$232K
BFA
1912
Beaumont Financial Advisors
Massachusetts
$232K
FCA
1913
Fortis Capital Advisors
Kansas
$231K
TWA
1914
TCI Wealth Advisors
Arizona
$230K
PWA
1915
Phoenix Wealth Advisors
North Carolina
$229K
FS
1916
Ferguson Shapiro
Georgia
$228K
MCM
1917
MV Capital Management
Maryland
$228K
OWM
1918
OneAscent Wealth Management
Alabama
$228K
SA
1919
SPWM Advisors
Michigan
$228K
AHL
1920
Abel Hall LLC
Louisiana
$228K
FC
1921
Financial Consulate
Maryland
$228K
MAM
1922
McLean Asset Management
Virginia
$227K
TI
1923
tru Independence
Oregon
$227K
RFA
1924
Reyes Financial Architecture
California
$227K
CM
1925
Capula Management
Cayman Islands
$227K