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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
TH
1951
TCTC Holdings
Texas
$226K
RIM
1952
Rockbridge Investment Management
New York
$226K
CFS
1953
Commonwealth Financial Services
West Virginia
$224K
SHFP
1954
Second Half Financial Partners
Florida
$224K
MF
1955
Meridian Financial
Massachusetts
$224K
SWP
1956
Semus Wealth Partners
Florida
$223K
SI
1957
Seeds Investor
New York
$223K
LIA
1958
LifePlan Investment Advisors
North Carolina
$223K
AFM
1959
Armstrong Fleming & Moore
District of Columbia
$222K
SCM
1960
Silvant Capital Management
Georgia
$221K
ES
1961
Eagle Strategies
New York
$221K
CWG
1962
Crown Wealth Group
North Carolina
$221K
PS
1963
Planned Solutions
California
$220K
IWC
1964
Infinity Wealth Counsel
Ohio
$220K
DWS
1965
Discipline Wealth Solutions
South Carolina
$220K
PIA
1966
Pinion Investment Advisors
Kansas
$219K
HPC
1967
Hobart Private Capital
North Carolina
$219K
CAM
1968
Cypress Asset Management
Texas
$218K
GGS
1969
Galvin Gaustad & Stein
Arizona
$218K
MWP
1970
Meridian Wealth Partners
Pennsylvania
$218K
CWM
1971
Collaborative Wealth Management
Florida
$217K
MUMSS
1972
Mitsubishi UFJ Morgan Stanley Securities
Japan
$217K
WCG
1973
Weaver Consulting Group
California
$217K
MWP
1974
Madison Wealth Partners
Wisconsin
$217K
CTB
1975
Country Trust Bank
Illinois
$217K