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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
CCT
1976
Capital City Trust
Florida
$214K
SCM
1977
Sunbeam Capital Management
Georgia
$213K
JPMIA
1978
J.P. Marvel Investment Advisors
Massachusetts
$212K
SIA
1979
Strategic Investment Advisors
Michigan
$211K
RAM
1980
Revere Asset Management
Texas
$211K
SL
1981
Summitry LLC
California
$211K
WCM
1982
Wedge Capital Management
North Carolina
$211K
SFS
1983
Sharp Financial Services
Pennsylvania
$210K
PP
1984
Patron Partners
Texas
$210K
LA
1985
Legacy Advisors
Pennsylvania
$210K
SC
1986
Stephens Consulting
Michigan
$210K
PJWM
1987
Philip James Wealth Mangement
Georgia
$209K
KPWG
1988
KFA Private Wealth Group
Virginia
$209K
ECML
1989
Eagle Capital Management (Louisiana)
Louisiana
$209K
RWMG
1990
Redwood Wealth Management Group
New Jersey
$209K
CRIG
1991
Charter Research & Investment Group
Connecticut
$209K
KCAM
1992
Kagan Cocozza Asset Management
New Jersey
$209K
SPC
1993
Spirepoint Private Client
Florida
$209K
MWM
1994
Mattern Wealth Management
Kansas
$209K
BPW
1995
BlueDoor Private Wealth
Massachusetts
$208K
CIA
1996
Compass Ion Advisors
Pennsylvania
$208K
C1AG
1997
Client 1st Advisory Group
Florida
$208K
MAP
1998
Moody Aldrich Partners
Massachusetts
$208K
LNB
1999
Ledyard National Bank
$208K
FFC
2000
First Financial Corp
Indiana
$207K