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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
IWC
1951
Infinity Wealth Counsel
Ohio
$220K
DWS
1952
Discipline Wealth Solutions
South Carolina
$220K
PIA
1953
Pinion Investment Advisors
Kansas
$219K
HPC
1954
Hobart Private Capital
North Carolina
$219K
CAM
1955
Cypress Asset Management
Texas
$218K
GGS
1956
Galvin Gaustad & Stein
Arizona
$218K
MWP
1957
Meridian Wealth Partners
Pennsylvania
$218K
CWM
1958
Collaborative Wealth Management
Florida
$217K
MUMSS
1959
Mitsubishi UFJ Morgan Stanley Securities
Japan
$217K
WCG
1960
Weaver Consulting Group
California
$217K
MWP
1961
Madison Wealth Partners
Wisconsin
$217K
CTB
1962
Country Trust Bank
Illinois
$217K
APM
1963
a16z Perennial Management
California
$216K
AIIMS
1964
Analyst IMS Investment Management Services
Israel
$216K
PL
1965
Plancorp LLC
Missouri
$216K
ONB
1966
Old National Bancorp
Indiana
$216K
AMM
1967
American Money Management
California
$216K
PFM
1968
Patton Fund Management
Texas
$215K
TCM
1969
Tradewinds Capital Management
Washington
$215K
LS
1970
Leelyn Smith
Illinois
$215K
TP
1971
Tranquility Partners
Tennessee
$215K
COCM
1972
Charter Oak Capital Management
New Hampshire
$215K
SL
1973
Sentry LLC
Tennessee
$215K
CCM
1974
Crew Capital Management
Ohio
$215K
MBWA
1975
Marin Bay Wealth Advisors
California
$214K