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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
RCG
2001
Regatta Capital Group
California
$206K
FFA
2002
Fragasso Financial Advisors
Pennsylvania
$206K
NA
2003
Nordwand Advisors
Pennsylvania
$206K
MCM
2004
Mitchell Capital Management
Kansas
$205K
PBF
2005
Petix & Botte Financial
California
$205K
RIA
2006
Richwood Investment Advisors
Ohio
$205K
BF
2007
bLong Financial
Tennessee
$205K
NCTC
2008
New Covenant Trust Company
Indiana
$205K
BRA
2009
Bender Robert & Associates
California
$205K
KG
2010
Kieckhefer Group
Wisconsin
$205K
ITB
2011
Idaho Trust Bank
Idaho
$205K
AIA
2012
Alternative Investment Advisors
Florida
$205K
SIAG
2013
Safeguard Investment Advisory Group
California
$205K
KWM
2014
Kassira Wealth Management
Tennessee
$205K
AP
2015
Americana Partners
Texas
$204K
IAA
2016
Ironsides Asset Advisors
North Carolina
$204K
JWM
2017
Jessup Wealth Management
Ohio
$203K
WWA
2018
Wingate Wealth Advisors
Massachusetts
$203K
HFS
2019
Hughes Financial Services
Virginia
$203K
FAG
2020
Fortitude Advisory Group
Washington
$203K
HT
2021
Heritage Trust
Oklahoma
$203K
WSWA
2022
Warren Street Wealth Advisors
California
$203K
RI
2023
Ruggiero Investments
Florida
$202K
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
$202K
RK
2025
Rather & Kittrell
Tennessee
$202K