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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
VWA
2051
VSM Wealth Advisory
Maryland
$187K
Optiver Holding
2052
Optiver Holding
Netherlands
$186K
MWA
2053
Medallion Wealth Advisors
Connecticut
$186K
EW
2054
Elyxium Wealth
California
$183K
OP
2055
ORG Partners
Indiana
$182K
RMP
2056
Richards, Merrill & Peterson
Washington
$181K
ME
2057
McIlrath & Eck
Washington
$180K
TFA
2058
Transamerica Financial Advisors
Florida
$180K
P
2059
Palladiem
Pennsylvania
$178K
MAM
2060
Morse Asset Management
Connecticut
$176K
PWAM
2061
Private Wealth Asset Management
Iowa
$173K
CFFP
2062
Center for Financial Planning
Michigan
$173K
HIMS
2063
Hager Investment Management Services
New Hampshire
$172K
MIA
2064
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2065
Valley National Advisers
Pennsylvania
$171K
DMBA
2066
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2067
Nemes Rush Group
Michigan
$170K
BFS
2068
Beacon Financial Strategies
North Carolina
$164K
OCM
2069
Osterweis Capital Management
California
$164K
VFM
2070
Vision Financial Markets
Connecticut
$164K
VC
2071
Vestor Capital
Illinois
$162K
WPA
2072
Wealth Preservation Advisors
Tennessee
$162K
PB
2073
Prosperity Bancshares
Texas
$160K
RF
2074
Rossby Financial
Florida
$160K
PGAM
2075
Princeton Global Asset Management
New Jersey
$158K