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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 1,006 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
OWM
1926
OneAscent Wealth Management
Alabama
$228K
SA
1927
SPWM Advisors
Michigan
$228K
AHL
1928
Abel Hall LLC
Louisiana
$228K
FC
1929
Financial Consulate
Maryland
$228K
MAM
1930
McLean Asset Management
Virginia
$227K
TI
1931
tru Independence
Oregon
$227K
RFA
1932
Reyes Financial Architecture
California
$227K
CM
1933
Capula Management
Cayman Islands
$227K
WC
1934
Whitney & Co
New York
$227K
CW
1935
CrossGen Wealth
North Carolina
$227K
A
1936
Argentarii
Ohio
$226K
TH
1937
TCTC Holdings
Texas
$226K
RIM
1938
Rockbridge Investment Management
New York
$226K
CFS
1939
Commonwealth Financial Services
West Virginia
$224K
SHFP
1940
Second Half Financial Partners
Florida
$224K
MF
1941
Meridian Financial
Massachusetts
$224K
SWP
1942
Semus Wealth Partners
Florida
$223K
SI
1943
Seeds Investor
New York
$223K
LIA
1944
LifePlan Investment Advisors
North Carolina
$223K
AFM
1945
Armstrong Fleming & Moore
District of Columbia
$222K
SCM
1946
Silvant Capital Management
Georgia
$221K
ES
1947
Eagle Strategies
New York
$221K
CWG
1948
Crown Wealth Group
North Carolina
$221K
PS
1949
Planned Solutions
California
$220K
IWC
1950
Infinity Wealth Counsel
Ohio
$220K