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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
TIM
2476
Tortoise Investment Management
New York
HFS
2477
Hopwood Financial Services
Virginia
CFG
2478
CKW Financial Group
Hawaii
LAM
2479
Lynch Asset Management
Pennsylvania
MSG
2480
Main Street Group
Virginia
PCM
2481
Perritt Capital Management
Illinois
CTC
2482
Corundum Trust Company
South Dakota
PG
2483
Proffitt & Goodson
Tennessee
ITFISA
2484
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2485
Delos Wealth Advisors
Texas
HHGA
2486
Halbert Hargrove Global Advisors
California
MAM
2487
MMA Asset Management
Pennsylvania
MAM
2488
Marquette Asset Management
Minnesota
AAG
2489
Accordant Advisory Group
Maryland
MSWA
2490
Marshall & Sterling Wealth Advisors
New York
CCM
2491
Cloud Capital Management
Washington
PAM
2492
Palisade Asset Management
Minnesota
BDPWM
2493
Barnes Dennig Private Wealth Management
Ohio
GLF
2494
Groupe la Francaise
France
NC
2495
North Capital
Utah
EAM
2496
Eukles Asset Management
Ohio
APM
2497
Advanced Portfolio Management
New York
CAM
2498
Clarity Asset Management
Iowa
AT
2499
Avalon Trust
New Mexico
TCA
2500
Trifecta Capital Advisors
Illinois