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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
WWA
2026
Wingate Wealth Advisors
Massachusetts
$203K
HFS
2027
Hughes Financial Services
Virginia
$203K
FAG
2028
Fortitude Advisory Group
Washington
$203K
HT
2029
Heritage Trust
Oklahoma
$203K
WSWA
2030
Warren Street Wealth Advisors
California
$203K
RI
2031
Ruggiero Investments
Florida
$202K
OSNBOA
2032
Old Second National Bank of Aurora
Illinois
$202K
RK
2033
Rather & Kittrell
Tennessee
$202K
IWA
2034
IVC Wealth Advisors
Pennsylvania
$202K
NDSI
2035
Newman Dignan & Sheerar Inc
Rhode Island
$201K
AW
2036
Alteri Wealth
California
$201K
SFGM
2037
Stonebridge Financial Group (Missouri)
Missouri
$201K
WMWM
2038
Wilkins Miller Wealth Management
Alabama
$201K
CFO
2039
Cambient Family Office
Michigan
$201K
WIM
2040
Walsky Investment Management
Pennsylvania
$200K
FA
2041
FSA Advisors
Michigan
$198K
FC
2042
Fairscale Capital
New Hampshire
$198K
UFF
2043
USA Financial Formulas
Michigan
$196K
A
2044
Allianz
Germany
$195K
BC
2045
Barrett & Company
Rhode Island
$194K
SA
2046
Scarborough Advisors
Maryland
$193K
IWM
2047
IMG Wealth Management
Florida
$192K
WBC
2048
West Branch Capital
Massachusetts
$190K
VWA
2049
VSM Wealth Advisory
Maryland
$187K
Optiver Holding
2050
Optiver Holding
Netherlands
$186K