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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
CNBT
2176
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2177
Covestor
United Kingdom
$57K
TC
2178
Trust Company
Kansas
$56.5K
BWAM
2179
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2180
Kemnay Advisory Services
New York
$53.6K
WWA
2181
Wealth Watch Advisors
Colorado
$53K
TFGT
2182
TS Financial Group (TSFG)
Illinois
$52K
WETS
2183
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2184
Pin Oak Investment Advisors
Texas
$51K
HCM
2185
Horrell Capital Management
Arkansas
$50.3K
DAM
2186
Delta Asset Management
Tennessee
$47K
MS
2187
Monetary Solutions
Ohio
$47K
HI
2188
Hoey Investments
Pennsylvania
$46.9K
ATC
2189
Advantage Trust Company
Kansas
$46.8K
KCM
2190
Key Capital Management
Tennessee
$46.1K
ACM
2191
Anfield Capital Management
California
$44.4K
BAM
2192
Bellevue Asset Management
Washington
$43.8K
MCA
2193
Midwest Capital Advisors
Michigan
$43.4K
1IA
2194
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2195
TFC Financial Management
Massachusetts
$41.4K
TFA
2196
Toth Financial Advisory
Virginia
$41.1K
NWM
2197
Nova Wealth Management
Florida
$41K
FCT
2198
First Community Trust
Iowa
$40.8K
RPA
2199
Redwood Park Advisors
California
$40.1K
CH
2200
Canton Hathaway
Rhode Island
$38.8K