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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
MCM
2026
Mitchell Capital Management
Kansas
$205K
PBF
2027
Petix & Botte Financial
California
$205K
RIA
2028
Richwood Investment Advisors
Ohio
$205K
BF
2029
bLong Financial
Tennessee
$205K
NCTC
2030
New Covenant Trust Company
Indiana
$205K
BRA
2031
Bender Robert & Associates
California
$205K
KG
2032
Kieckhefer Group
Wisconsin
$205K
ITB
2033
Idaho Trust Bank
Idaho
$205K
AIA
2034
Alternative Investment Advisors
Florida
$205K
SIAG
2035
Safeguard Investment Advisory Group
California
$205K
KWM
2036
Kassira Wealth Management
Tennessee
$205K
AP
2037
Americana Partners
Texas
$204K
IAA
2038
Ironsides Asset Advisors
North Carolina
$204K
JWM
2039
Jessup Wealth Management
Ohio
$203K
WWA
2040
Wingate Wealth Advisors
Massachusetts
$203K
HFS
2041
Hughes Financial Services
Virginia
$203K
FAG
2042
Fortitude Advisory Group
Washington
$203K
HT
2043
Heritage Trust
Oklahoma
$203K
WSWA
2044
Warren Street Wealth Advisors
California
$203K
RI
2045
Ruggiero Investments
Florida
$202K
OSNBOA
2046
Old Second National Bank of Aurora
Illinois
$202K
RK
2047
Rather & Kittrell
Tennessee
$202K
IWA
2048
IVC Wealth Advisors
Pennsylvania
$202K
NDSI
2049
Newman Dignan & Sheerar Inc
Rhode Island
$201K
AW
2050
Alteri Wealth
California
$201K