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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
TW
2476
Traveka Wealth
California
FAT
2477
First American Trust
California
CCA
2478
Cadent Capital Advisors
Oklahoma
AT
2479
American Trust
Kentucky
SWAG
2480
Spectrum Wealth Advisory Group
California
FWM
2481
ForthRight Wealth Management
Georgia
FFA
2482
First Foundation Advisors
California
AT
2483
Arlington Trust
Alabama
ACM
2484
Aster Capital Management
United Arab Emirates
IWA
2485
Icon Wealth Advisors
Texas
JWM
2486
JPL Wealth Management
Colorado
TCM
2487
TruNorth Capital Management
Michigan
RA
2488
Rise Advisors
New York
GFWA
2489
Grey Fox Wealth Advisors
Delaware
PPA
2490
Painted Porch Advisors
California
FF
2491
Friedenthal Financial
New Jersey
GAG
2492
Goodman Advisory Group
Massachusetts
CIAM
2493
Caitong International Asset Management
Hong Kong
SCA
2494
Stuart Chaussee & Associates
California
TIM
2495
Tortoise Investment Management
New York
HFS
2496
Hopwood Financial Services
Virginia
CFG
2497
CKW Financial Group
Hawaii
LAM
2498
Lynch Asset Management
Pennsylvania
MSG
2499
Main Street Group
Virginia
PCM
2500
Perritt Capital Management
Illinois