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Duke Energy

2,339 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 998 increasing their positions, 816 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,339
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
AWA
2076
Acumen Wealth Advisors
Tennessee
$122K
DCBT
2077
Dakota Community Bank & Trust
North Dakota
$122K
MCP
2078
Miller Capital Partners
Michigan
$121K
PSB
2079
Piscataqua Savings Bank
New Hampshire
$121K
MTIC
2080
Missouri Trust & Investment Company
Missouri
$120K
BAM
2081
Byrne Asset Management
New Jersey
$119K
CWM
2082
Copia Wealth Management
Oregon
$119K
PMFA
2083
Plante Moran Financial Advisors
Michigan
$119K
CCA
2084
Catalyst Capital Advisors
New York
$118K
GTAM
2085
Global Trust Asset Management
Florida
$118K
WA
2086
Whipplewood Advisors
Colorado
$116K
GAM
2087
Guinness Asset Management
United Kingdom
$116K
ADL
2088
Asset Dedication LLC
California
$114K
BSB
2089
Bangor Savings Bank
Maine
$114K
APW
2090
Aventura Private Wealth
Florida
$114K
CAL
2091
Capital Advisors Ltd
Ohio
$111K
TAM
2092
Tucker Asset Management
Colorado
$111K
CMBA
2093
C.M. Bidwell & Associates
Hawaii
$110K
AF
2094
Avanza Fonder
Sweden
$109K
PP
2095
Pacifica Partners
Canada
$107K
GIA
2096
GHP Investment Advisors
Colorado
$107K
TFIPS
2097
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
KFI
2098
Key Financial Inc
Pennsylvania
$103K
CMP
2099
Coston McIsaac & Partners
Maine
$102K
MWPCG
2100
Measured Wealth Private Client Group
New Hampshire
$101K