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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
WC
1926
Whitney & Co
New York
$227K
CW
1927
CrossGen Wealth
North Carolina
$227K
A
1928
Argentarii
Ohio
$226K
TH
1929
TCTC Holdings
Texas
$226K
RIM
1930
Rockbridge Investment Management
New York
$226K
CFS
1931
Commonwealth Financial Services
West Virginia
$224K
SHFP
1932
Second Half Financial Partners
Florida
$224K
MF
1933
Meridian Financial
Massachusetts
$224K
SWP
1934
Semus Wealth Partners
Florida
$223K
SI
1935
Seeds Investor
New York
$223K
LIA
1936
LifePlan Investment Advisors
North Carolina
$223K
AFM
1937
Armstrong Fleming & Moore
District of Columbia
$222K
SCM
1938
Silvant Capital Management
Georgia
$221K
ES
1939
Eagle Strategies
New York
$221K
CWG
1940
Crown Wealth Group
North Carolina
$221K
PS
1941
Planned Solutions
California
$220K
IWC
1942
Infinity Wealth Counsel
Ohio
$220K
DWS
1943
Discipline Wealth Solutions
South Carolina
$220K
PIA
1944
Pinion Investment Advisors
Kansas
$219K
HPC
1945
Hobart Private Capital
North Carolina
$219K
CAM
1946
Cypress Asset Management
Texas
$218K
GGS
1947
Galvin Gaustad & Stein
Arizona
$218K
MWP
1948
Meridian Wealth Partners
Pennsylvania
$218K
CWM
1949
Collaborative Wealth Management
Florida
$217K
MUMSS
1950
Mitsubishi UFJ Morgan Stanley Securities
Japan
$217K