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Duke Energy

2,338 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, 997 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
2,338
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
S
2126
Sachetta
Massachusetts
$70.6K
IRC
2127
Investors Research Corp
Georgia
$70.3K
1M
2128
1248 Management
Missouri
$68.8K
LFA
2129
LGT Financial Advisors
Texas
$67.3K
FGA
2130
Fortis Group Advisors
New Jersey
$66.8K
BW
2131
Basepoint Wealth
Iowa
$66.6K
FWA
2132
Flagship Wealth Advisors
Massachusetts
$66K
BGAI
2133
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2134
Murphy & Mullick Capital Management
New York
$65.7K
CCM
2135
Chilton Capital Management
Texas
$65.6K
CA
2136
Centerpoint Advisors
Massachusetts
$65K
GWP
2137
Gen-Wealth Partners
Michigan
$64.1K
M
2138
MOTCO
Texas
$61.1K
FDCP
2139
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2140
DV Trading
Illinois
$59.7K
PCTC
2141
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2142
Western Pacific Wealth Management
Illinois
$59K
HSA
2143
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2144
Lummis Asset Management
Texas
$58.6K
CTWM
2145
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2146
FWL Investment Management
Texas
$58K
FIA
2147
FNY Investment Advisers
New York
$58K
BTD
2148
BankPlus Trust Department
Mississippi
$57.9K
CNBT
2149
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2150
Covestor
United Kingdom
$57K