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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
SHFG
2001
S Harris Financial Group
Texas
$207K
BS
2002
Brighton Securities
New York
$207K
JFGIW
2003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K
SI
2004
Saxon Interests
Texas
$207K
BDF
2005
Black Diamond Financial
Maryland
$207K
EWP
2006
Elevation Wealth Partners
California
$207K
CWMG
2007
Compass Wealth Management (Georgia)
Georgia
$206K
TW
2008
TritonPoint Wealth
Maryland
$206K
RCG
2009
Regatta Capital Group
California
$206K
FFA
2010
Fragasso Financial Advisors
Pennsylvania
$206K
NA
2011
Nordwand Advisors
Pennsylvania
$206K
MCM
2012
Mitchell Capital Management
Kansas
$205K
PBF
2013
Petix & Botte Financial
California
$205K
RIA
2014
Richwood Investment Advisors
Ohio
$205K
BF
2015
bLong Financial
Tennessee
$205K
NCTC
2016
New Covenant Trust Company
Indiana
$205K
BRA
2017
Bender Robert & Associates
California
$205K
KG
2018
Kieckhefer Group
Wisconsin
$205K
ITB
2019
Idaho Trust Bank
Idaho
$205K
AIA
2020
Alternative Investment Advisors
Florida
$205K
SIAG
2021
Safeguard Investment Advisory Group
California
$205K
KWM
2022
Kassira Wealth Management
Tennessee
$205K
AP
2023
Americana Partners
Texas
$204K
IAA
2024
Ironsides Asset Advisors
North Carolina
$204K
JWM
2025
Jessup Wealth Management
Ohio
$203K