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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
Optiver Holding
2051
Optiver Holding
Netherlands
$186K
EW
2052
Elyxium Wealth
California
$183K
OP
2053
ORG Partners
Indiana
$182K
RMP
2054
Richards, Merrill & Peterson
Washington
$181K
ME
2055
McIlrath & Eck
Washington
$180K
TFA
2056
Transamerica Financial Advisors
Florida
$180K
P
2057
Palladiem
Pennsylvania
$178K
MAM
2058
Morse Asset Management
Connecticut
$176K
PWAM
2059
Private Wealth Asset Management
Iowa
$173K
CFFP
2060
Center for Financial Planning
Michigan
$173K
HIMS
2061
Hager Investment Management Services
New Hampshire
$172K
MIA
2062
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2063
Valley National Advisers
Pennsylvania
$171K
DMBA
2064
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2065
Nemes Rush Group
Michigan
$170K
BFS
2066
Beacon Financial Strategies
North Carolina
$164K
OCM
2067
Osterweis Capital Management
California
$164K
VFM
2068
Vision Financial Markets
Connecticut
$164K
VC
2069
Vestor Capital
Illinois
$162K
WPA
2070
Wealth Preservation Advisors
Tennessee
$162K
PB
2071
Prosperity Bancshares
Texas
$160K
RF
2072
Rossby Financial
Florida
$160K
PGAM
2073
Princeton Global Asset Management
New Jersey
$158K
AP
2074
Atwood & Palmer
Missouri
$158K
RWA
2075
Redmont Wealth Advisors
Illinois
$158K