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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
CPG
2201
Cornerstone Planning Group
New Jersey
$33.3K
KFG
2202
Kingdom Financial Group
Arizona
$33.2K
AWM
2203
Abound Wealth Management
Tennessee
$32.9K
MSWM
2204
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K
FA
2205
Fountainhead AM
New Jersey
$32.5K
AIM
2206
Access Investment Management
Georgia
$32.4K
BIA
2207
Bell Investment Advisors
California
$30.2K
LWM
2208
Lodestone Wealth Management
Washington
$29.8K
CBT
2209
CoreFirst Bank & Trust
Kansas
$29.5K
WAS
2210
Winch Advisory Services
Wisconsin
$29.4K
VWM
2211
Vermillion Wealth Management
Minnesota
$29.3K
NEWAS
2212
N.E.W. Advisory Services
Wisconsin
$29.3K
AW
2213
Avion Wealth
Texas
$29K
CFM
2214
Cornerstone Financial Management
Massachusetts
$28K
LD
2215
Lipe & Dalton
New York
$28K
KFP
2216
Kerr Financial Planning
California
$27.3K
NWMP
2217
Noble Wealth Management PBC
Colorado
$27.3K
TCM
2218
Triumph Capital Management
Colorado
$27K
SA
2219
Strategic Advocates
Utah
$26.4K
JFA
2220
JNBA Financial Advisors
Minnesota
$26.1K
BCPWM
2221
Bradley & Co Private Wealth Management
Florida
$26K
FNWA
2222
Financial Network Wealth Advisors
Utah
$25.8K
DCM
2223
Dorato Capital Management
Colorado
$25.6K
EWM
2224
Evolution Wealth Management
Florida
$25.6K
BCM
2225
Basso Capital Management
Connecticut
$24.8K