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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
ZF
2476
Zhang Financial
Michigan
KCFA
2477
Key Client Fiduciary Advisors
New Jersey
QPWM
2478
Quadrant Private Wealth Management
Pennsylvania
1WA
2479
180 Wealth Advisors
Washington
DWA
2480
Douglass Winthrop Advisors
New York
1IA
2481
1834 Investment Advisors
Wisconsin
MWM
2482
MBE Wealth Management
Wisconsin
ERIC
2483
Eagle Rock Investment Company
Georgia
FFG
2484
Frisch Financial Group
New York
APWA
2485
Atlas Private Wealth Advisors
New Jersey
WAM
2486
Worth Asset Management
Texas
GAM
2487
Gould Asset Management
California
MAG
2488
MRA Advisory Group
New Jersey
WFMPM
2489
Woodley Farra Manion Portfolio Management
Indiana
SW
2490
SkyOak Wealth
Michigan
YIA
2491
YHB Investment Advisors
Connecticut
SC
2492
Sepio Capital
Utah
WKSWA
2493
White Knight Strategic Wealth Advisors
New Jersey
MCP
2494
Mirador Capital Partners
California
WI
2495
WrapManager Inc
California
TW
2496
Traveka Wealth
California
FAT
2497
First American Trust
California
CCA
2498
Cadent Capital Advisors
Oklahoma
AT
2499
American Trust
Kentucky
SWAG
2500
Spectrum Wealth Advisory Group
California