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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
VWM
2226
Vermillion Wealth Management
Minnesota
$29.3K
NEWAS
2227
N.E.W. Advisory Services
Wisconsin
$29.3K
AW
2228
Avion Wealth
Texas
$29K
CFM
2229
Cornerstone Financial Management
Massachusetts
$28K
LD
2230
Lipe & Dalton
New York
$28K
KFP
2231
Kerr Financial Planning
California
$27.3K
NWMP
2232
Noble Wealth Management PBC
Colorado
$27.3K
TCM
2233
Triumph Capital Management
Colorado
$27K
SA
2234
Strategic Advocates
Utah
$26.4K
JFA
2235
JNBA Financial Advisors
Minnesota
$26.1K
BCPWM
2236
Bradley & Co Private Wealth Management
Florida
$26K
FNWA
2237
Financial Network Wealth Advisors
Utah
$25.8K
DCM
2238
Dorato Capital Management
Colorado
$25.6K
EWM
2239
Evolution Wealth Management
Florida
$25.6K
BCM
2240
Basso Capital Management
Connecticut
$24.8K
SWA
2241
SOA Wealth Advisors
New York
$24.4K
NL
2242
NorthAvenue LLC
Ohio
$24.1K
MA
2243
Modus Advisors
Minnesota
$24K
AFC
2244
Ares Financial Consulting
California
$23.4K
SC
2245
Swan Capital
Florida
$23.4K
DRS
2246
Deane Retirement Strategies
Louisiana
$23.1K
STB
2247
S&T Bank
Pennsylvania
$23K
PWM
2248
Proathlete Wealth Management
Florida
$22.9K
MEG
2249
Millstone Evans Group
Colorado
$22.7K
LP
2250
LMR Partners
United Kingdom
$22.6K