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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
BTD
2176
BankPlus Trust Department
Mississippi
$57.9K
CNBT
2177
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2178
Covestor
United Kingdom
$57K
TC
2179
Trust Company
Kansas
$56.5K
BWAM
2180
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2181
Kemnay Advisory Services
New York
$53.6K
WWA
2182
Wealth Watch Advisors
Colorado
$53K
TFGT
2183
TS Financial Group (TSFG)
Illinois
$52K
WETS
2184
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2185
Pin Oak Investment Advisors
Texas
$51K
HCM
2186
Horrell Capital Management
Arkansas
$50.3K
DAM
2187
Delta Asset Management
Tennessee
$47K
MS
2188
Monetary Solutions
Ohio
$47K
HI
2189
Hoey Investments
Pennsylvania
$46.9K
ATC
2190
Advantage Trust Company
Kansas
$46.8K
KCM
2191
Key Capital Management
Tennessee
$46.1K
ACM
2192
Anfield Capital Management
California
$44.4K
BAM
2193
Bellevue Asset Management
Washington
$43.8K
MCA
2194
Midwest Capital Advisors
Michigan
$43.4K
1IA
2195
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2196
TFC Financial Management
Massachusetts
$41.4K
TFA
2197
Toth Financial Advisory
Virginia
$41.1K
NWM
2198
Nova Wealth Management
Florida
$41K
FCT
2199
First Community Trust
Iowa
$40.8K
RPA
2200
Redwood Park Advisors
California
$40.1K