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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
FPWM
1901
FSB Premier Wealth Management
Iowa
$239K
KIM
1902
Kestra Investment Management
Texas
$238K
TCP
1903
TMB Capital Partners
Arkansas
$238K
CCM
1904
Canal Capital Management
Virginia
$238K
PWA
1905
Physician Wealth Advisors
Utah
$237K
MIP
1906
Marietta Investment Partners
Wisconsin
$237K
LPT
1907
Legacy Private Trust
Wisconsin
$237K
CWIG
1908
Chung Wu Investment Group
Texas
$237K
LSIA
1909
LaSalle St. Investment Advisors
Illinois
$236K
EA
1910
Enclave Advisors
Texas
$236K
KBFS
1911
Kohmann Bosshard Financial Services
Ohio
$236K
WW
1912
Wright Wealth
Georgia
$236K
TFG
1913
Taylor Financial Group
Virginia
$235K
ST
1914
Sentinel Trust
Texas
$235K
PTB
1915
Pioneer Trust Bank
Oregon
$234K
GCM
1916
Graver Capital Management
Ohio
$234K
WCA
1917
Westover Capital Advisors
Delaware
$234K
PA
1918
Promethium Advisors
Maryland
$234K
VFG
1919
Victory Financial Group
Texas
$234K
T
1920
TrustBank
Illinois
$234K
AAS
1921
Annex Advisory Services
Wisconsin
$234K
TWP
1922
Tower Wealth Partners
Pennsylvania
$234K
SIS
1923
Strategic Investment Solutions
Illinois
$233K
TAFW
1924
Tred Avon Family Wealth
Maryland
$233K
CWM
1925
CarsonAllaria Wealth Management
Illinois
$233K