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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
MIA
2076
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2077
Valley National Advisers
Pennsylvania
$171K
DMBA
2078
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2079
Nemes Rush Group
Michigan
$170K
BFS
2080
Beacon Financial Strategies
North Carolina
$164K
OCM
2081
Osterweis Capital Management
California
$164K
VFM
2082
Vision Financial Markets
Connecticut
$164K
VC
2083
Vestor Capital
Illinois
$162K
WPA
2084
Wealth Preservation Advisors
Tennessee
$162K
PB
2085
Prosperity Bancshares
Texas
$160K
RF
2086
Rossby Financial
Florida
$160K
PGAM
2087
Princeton Global Asset Management
New Jersey
$158K
AP
2088
Atwood & Palmer
Missouri
$158K
RWA
2089
Redmont Wealth Advisors
Illinois
$158K
AA
2090
Addison Advisors
Vermont
$156K
KB
2091
Kimelman & Baird
New York
$156K
GFA
2092
Godfrey Financial Associates
New York
$156K
FFO
2093
Fortitude Family Office
Arizona
$155K
HCM
2094
Hollencrest Capital Management
California
$154K
OAM
2095
Ostrum Asset Management
France
$154K
HIW
2096
Holos Integrated Wealth
Pennsylvania
$149K
NECFA
2097
New England Capital Financial Advisors
Connecticut
$149K
BC
2098
Bayforest Capital
United Kingdom
$145K
CWM
2099
Cranbrook Wealth Management
Michigan
$145K
GF
2100
GGM Financials
Ohio
$143K