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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
OW
2201
Olistico Wealth
Oklahoma
$38.3K
LWMI
2202
Legacy Wealth Management (Idaho)
Idaho
$38K
AF
2203
Abound Financial
California
$37.9K
T
2204
Tidemark
California
$36.3K
CFS
2205
CGC Financial Services
Oregon
$36.1K
AIS
2206
Advocate Investing Services
Maryland
$35.9K
MAM
2207
Meeder Asset Management
Ohio
$35.6K
MCA
2208
McGuire Capital Advisors
Oklahoma
$34K
BFS
2209
Bare Financial Services
Pennsylvania
$33.9K
PWMG
2210
Prestige Wealth Management Group
New Jersey
$33.6K
PWMG
2211
Private Wealth Management Group
New Jersey
$33.5K
CPG
2212
Cornerstone Planning Group
New Jersey
$33.3K
KFG
2213
Kingdom Financial Group
Arizona
$33.2K
AWM
2214
Abound Wealth Management
Tennessee
$32.9K
MSWM
2215
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K
FA
2216
Fountainhead AM
New Jersey
$32.5K
AIM
2217
Access Investment Management
Georgia
$32.4K
BIA
2218
Bell Investment Advisors
California
$30.2K
LWM
2219
Lodestone Wealth Management
Washington
$29.8K
CBT
2220
CoreFirst Bank & Trust
Kansas
$29.5K
WAS
2221
Winch Advisory Services
Wisconsin
$29.4K
VWM
2222
Vermillion Wealth Management
Minnesota
$29.3K
NEWAS
2223
N.E.W. Advisory Services
Wisconsin
$29.3K
AW
2224
Avion Wealth
Texas
$29K
CFM
2225
Cornerstone Financial Management
Massachusetts
$28K