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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
CFFP
2051
Center for Financial Planning
Michigan
$173K
HIMS
2052
Hager Investment Management Services
New Hampshire
$172K
MIA
2053
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2054
Valley National Advisers
Pennsylvania
$171K
DMBA
2055
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2056
Nemes Rush Group
Michigan
$170K
BFS
2057
Beacon Financial Strategies
North Carolina
$164K
OCM
2058
Osterweis Capital Management
California
$164K
VFM
2059
Vision Financial Markets
Connecticut
$164K
VC
2060
Vestor Capital
Illinois
$162K
WPA
2061
Wealth Preservation Advisors
Tennessee
$162K
PB
2062
Prosperity Bancshares
Texas
$160K
RF
2063
Rossby Financial
Florida
$160K
PGAM
2064
Princeton Global Asset Management
New Jersey
$158K
AP
2065
Atwood & Palmer
Missouri
$158K
RWA
2066
Redmont Wealth Advisors
Illinois
$158K
AA
2067
Addison Advisors
Vermont
$156K
KB
2068
Kimelman & Baird
New York
$156K
GFA
2069
Godfrey Financial Associates
New York
$156K
FFO
2070
Fortitude Family Office
Arizona
$155K
HCM
2071
Hollencrest Capital Management
California
$154K
OAM
2072
Ostrum Asset Management
France
$154K
HIW
2073
Holos Integrated Wealth
Pennsylvania
$149K
NECFA
2074
New England Capital Financial Advisors
Connecticut
$149K
BC
2075
Bayforest Capital
United Kingdom
$145K