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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
IWA
2026
IVC Wealth Advisors
Pennsylvania
$202K
NDSI
2027
Newman Dignan & Sheerar Inc
Rhode Island
$201K
AW
2028
Alteri Wealth
California
$201K
SFGM
2029
Stonebridge Financial Group (Missouri)
Missouri
$201K
WMWM
2030
Wilkins Miller Wealth Management
Alabama
$201K
CFO
2031
Cambient Family Office
Michigan
$201K
WIM
2032
Walsky Investment Management
Pennsylvania
$200K
FA
2033
FSA Advisors
Michigan
$198K
FC
2034
Fairscale Capital
New Hampshire
$198K
UFF
2035
USA Financial Formulas
Michigan
$196K
A
2036
Allianz
Germany
$195K
BC
2037
Barrett & Company
Rhode Island
$194K
SA
2038
Scarborough Advisors
Maryland
$193K
IWM
2039
IMG Wealth Management
Florida
$192K
WBC
2040
West Branch Capital
Massachusetts
$190K
VWA
2041
VSM Wealth Advisory
Maryland
$187K
Optiver Holding
2042
Optiver Holding
Netherlands
$186K
EW
2043
Elyxium Wealth
California
$183K
OP
2044
ORG Partners
Indiana
$182K
RMP
2045
Richards, Merrill & Peterson
Washington
$181K
ME
2046
McIlrath & Eck
Washington
$180K
TFA
2047
Transamerica Financial Advisors
Florida
$180K
P
2048
Palladiem
Pennsylvania
$178K
MAM
2049
Morse Asset Management
Connecticut
$176K
PWAM
2050
Private Wealth Asset Management
Iowa
$173K