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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
FFC
2001
First Financial Corp
Indiana
$207K
SHFG
2002
S Harris Financial Group
Texas
$207K
BS
2003
Brighton Securities
New York
$207K
JFGIW
2004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K
SI
2005
Saxon Interests
Texas
$207K
BDF
2006
Black Diamond Financial
Maryland
$207K
EWP
2007
Elevation Wealth Partners
California
$207K
CWMG
2008
Compass Wealth Management (Georgia)
Georgia
$206K
TW
2009
TritonPoint Wealth
Maryland
$206K
RCG
2010
Regatta Capital Group
California
$206K
FFA
2011
Fragasso Financial Advisors
Pennsylvania
$206K
NA
2012
Nordwand Advisors
Pennsylvania
$206K
MCM
2013
Mitchell Capital Management
Kansas
$205K
PBF
2014
Petix & Botte Financial
California
$205K
RIA
2015
Richwood Investment Advisors
Ohio
$205K
BF
2016
bLong Financial
Tennessee
$205K
NCTC
2017
New Covenant Trust Company
Indiana
$205K
BRA
2018
Bender Robert & Associates
California
$205K
KG
2019
Kieckhefer Group
Wisconsin
$205K
ITB
2020
Idaho Trust Bank
Idaho
$205K
AIA
2021
Alternative Investment Advisors
Florida
$205K
SIAG
2022
Safeguard Investment Advisory Group
California
$205K
KWM
2023
Kassira Wealth Management
Tennessee
$205K
AP
2024
Americana Partners
Texas
$204K
IAA
2025
Ironsides Asset Advisors
North Carolina
$204K