DUK icon

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
EW
2051
Elyxium Wealth
California
$183K
OP
2052
ORG Partners
Indiana
$182K
RMP
2053
Richards, Merrill & Peterson
Washington
$181K
ME
2054
McIlrath & Eck
Washington
$180K
TFA
2055
Transamerica Financial Advisors
Florida
$180K
P
2056
Palladiem
Pennsylvania
$178K
MAM
2057
Morse Asset Management
Connecticut
$176K
PWAM
2058
Private Wealth Asset Management
Iowa
$173K
CFFP
2059
Center for Financial Planning
Michigan
$173K
HIMS
2060
Hager Investment Management Services
New Hampshire
$172K
MIA
2061
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2062
Valley National Advisers
Pennsylvania
$171K
DMBA
2063
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2064
Nemes Rush Group
Michigan
$170K
BFS
2065
Beacon Financial Strategies
North Carolina
$164K
OCM
2066
Osterweis Capital Management
California
$164K
VFM
2067
Vision Financial Markets
Connecticut
$164K
VC
2068
Vestor Capital
Illinois
$162K
WPA
2069
Wealth Preservation Advisors
Tennessee
$162K
PB
2070
Prosperity Bancshares
Texas
$160K
RF
2071
Rossby Financial
Florida
$160K
PGAM
2072
Princeton Global Asset Management
New Jersey
$158K
AP
2073
Atwood & Palmer
Missouri
$158K
RWA
2074
Redmont Wealth Advisors
Illinois
$158K
AA
2075
Addison Advisors
Vermont
$156K