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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
AF
2176
Abound Financial
California
$37.9K
T
2177
Tidemark
California
$36.3K
CFS
2178
CGC Financial Services
Oregon
$36.1K
AIS
2179
Advocate Investing Services
Maryland
$35.9K
MAM
2180
Meeder Asset Management
Ohio
$35.6K
MCA
2181
McGuire Capital Advisors
Oklahoma
$34K
BFS
2182
Bare Financial Services
Pennsylvania
$33.9K
PWMG
2183
Prestige Wealth Management Group
New Jersey
$33.6K
PWMG
2184
Private Wealth Management Group
New Jersey
$33.5K
CPG
2185
Cornerstone Planning Group
New Jersey
$33.3K
KFG
2186
Kingdom Financial Group
Arizona
$33.2K
AWM
2187
Abound Wealth Management
Tennessee
$32.9K
MSWM
2188
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K
FA
2189
Fountainhead AM
New Jersey
$32.5K
AIM
2190
Access Investment Management
Georgia
$32.4K
BIA
2191
Bell Investment Advisors
California
$30.2K
LWM
2192
Lodestone Wealth Management
Washington
$29.8K
CBT
2193
CoreFirst Bank & Trust
Kansas
$29.5K
WAS
2194
Winch Advisory Services
Wisconsin
$29.4K
VWM
2195
Vermillion Wealth Management
Minnesota
$29.3K
NEWAS
2196
N.E.W. Advisory Services
Wisconsin
$29.3K
AW
2197
Avion Wealth
Texas
$29K
CFM
2198
Cornerstone Financial Management
Massachusetts
$28K
LD
2199
Lipe & Dalton
New York
$28K
KFP
2200
Kerr Financial Planning
California
$27.3K