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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
FS
1926
Ferguson Shapiro
Georgia
$228K
MCM
1927
MV Capital Management
Maryland
$228K
OWM
1928
OneAscent Wealth Management
Alabama
$228K
SA
1929
SPWM Advisors
Michigan
$228K
AHL
1930
Abel Hall LLC
Louisiana
$228K
FC
1931
Financial Consulate
Maryland
$228K
MAM
1932
McLean Asset Management
Virginia
$227K
TI
1933
tru Independence
Oregon
$227K
RFA
1934
Reyes Financial Architecture
California
$227K
CM
1935
Capula Management
Cayman Islands
$227K
WC
1936
Whitney & Co
New York
$227K
CW
1937
CrossGen Wealth
North Carolina
$227K
A
1938
Argentarii
Ohio
$226K
TH
1939
TCTC Holdings
Texas
$226K
RIM
1940
Rockbridge Investment Management
New York
$226K
CFS
1941
Commonwealth Financial Services
West Virginia
$224K
SHFP
1942
Second Half Financial Partners
Florida
$224K
MF
1943
Meridian Financial
Massachusetts
$224K
SWP
1944
Semus Wealth Partners
Florida
$223K
SI
1945
Seeds Investor
New York
$223K
LIA
1946
LifePlan Investment Advisors
North Carolina
$223K
AFM
1947
Armstrong Fleming & Moore
District of Columbia
$222K
SCM
1948
Silvant Capital Management
Georgia
$221K
ES
1949
Eagle Strategies
New York
$221K
CWG
1950
Crown Wealth Group
North Carolina
$221K