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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
TFG
1901
Taylor Financial Group
Virginia
$235K
ST
1902
Sentinel Trust
Texas
$235K
PTB
1903
Pioneer Trust Bank
Oregon
$234K
WCA
1904
Westover Capital Advisors
Delaware
$234K
GCM
1905
Graver Capital Management
Ohio
$234K
PA
1906
Promethium Advisors
Maryland
$234K
VFG
1907
Victory Financial Group
Texas
$234K
T
1908
TrustBank
Illinois
$234K
AAS
1909
Annex Advisory Services
Wisconsin
$234K
TWP
1910
Tower Wealth Partners
Pennsylvania
$234K
SIS
1911
Strategic Investment Solutions
Illinois
$233K
TAFW
1912
Tred Avon Family Wealth
Maryland
$233K
CWM
1913
CarsonAllaria Wealth Management
Illinois
$233K
LEA
1914
Legacy Edge Advisors
New York
$233K
OFG
1915
Oxford Financial Group
Indiana
$233K
PWPS
1916
Pinnacle Wealth Planning Services
Ohio
$233K
AFW
1917
Atlantic Family Wealth
Florida
$232K
MWM
1918
MGB Wealth Management
Texas
$232K
CFSG
1919
Community Financial Services Group
Vermont
$232K
NWMG
1920
Nicholson Wealth Management Group
South Carolina
$232K
TFS
1921
Thoroughbred Financial Services
Tennessee
$232K
BFA
1922
Beaumont Financial Advisors
Massachusetts
$232K
FCA
1923
Fortis Capital Advisors
Kansas
$231K
TWA
1924
TCI Wealth Advisors
Arizona
$230K
PWA
1925
Phoenix Wealth Advisors
North Carolina
$229K