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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
LEA
1926
Legacy Edge Advisors
New York
$233K
OFG
1927
Oxford Financial Group
Indiana
$233K
PWPS
1928
Pinnacle Wealth Planning Services
Ohio
$233K
AFW
1929
Atlantic Family Wealth
Florida
$232K
MWM
1930
MGB Wealth Management
Texas
$232K
CFSG
1931
Community Financial Services Group
Vermont
$232K
NWMG
1932
Nicholson Wealth Management Group
South Carolina
$232K
TFS
1933
Thoroughbred Financial Services
Tennessee
$232K
BFA
1934
Beaumont Financial Advisors
Massachusetts
$232K
FCA
1935
Fortis Capital Advisors
Kansas
$231K
TWA
1936
TCI Wealth Advisors
Arizona
$230K
PWA
1937
Phoenix Wealth Advisors
North Carolina
$229K
FS
1938
Ferguson Shapiro
Georgia
$228K
MCM
1939
MV Capital Management
Maryland
$228K
OWM
1940
OneAscent Wealth Management
Alabama
$228K
SA
1941
SPWM Advisors
Michigan
$228K
AHL
1942
Abel Hall LLC
Louisiana
$228K
FC
1943
Financial Consulate
Maryland
$228K
MAM
1944
McLean Asset Management
Virginia
$227K
TI
1945
tru Independence
Oregon
$227K
RFA
1946
Reyes Financial Architecture
California
$227K
CM
1947
Capula Management
Cayman Islands
$227K
WC
1948
Whitney & Co
New York
$227K
CW
1949
CrossGen Wealth
North Carolina
$227K
A
1950
Argentarii
Ohio
$226K