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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
WCG
1951
Weaver Consulting Group
California
$217K
MWP
1952
Madison Wealth Partners
Wisconsin
$217K
CTB
1953
Country Trust Bank
Illinois
$217K
APM
1954
a16z Perennial Management
California
$216K
AIIMS
1955
Analyst IMS Investment Management Services
Israel
$216K
PL
1956
Plancorp LLC
Missouri
$216K
ONB
1957
Old National Bancorp
Indiana
$216K
AMM
1958
American Money Management
California
$216K
PFM
1959
Patton Fund Management
Texas
$215K
TCM
1960
Tradewinds Capital Management
Washington
$215K
LS
1961
Leelyn Smith
Illinois
$215K
TP
1962
Tranquility Partners
Tennessee
$215K
COCM
1963
Charter Oak Capital Management
New Hampshire
$215K
SL
1964
Sentry LLC
Tennessee
$215K
CCM
1965
Crew Capital Management
Ohio
$215K
MBWA
1966
Marin Bay Wealth Advisors
California
$214K
AIM
1967
Advyzon Investment Management
Illinois
$214K
CCT
1968
Capital City Trust
Florida
$214K
SCM
1969
Sunbeam Capital Management
Georgia
$213K
JPMIA
1970
J.P. Marvel Investment Advisors
Massachusetts
$212K
SIA
1971
Strategic Investment Advisors
Michigan
$211K
RAM
1972
Revere Asset Management
Texas
$211K
SL
1973
Summitry LLC
California
$211K
WCM
1974
Wedge Capital Management
North Carolina
$211K
SFS
1975
Sharp Financial Services
Pennsylvania
$210K