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