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Duke Energy

2,388 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 1,008 increasing their positions, 828 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:

0.68% more ownership

Funds ownership: 68.44%69.12% (+0.68%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.92B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,388
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
FFG
2476
Frisch Financial Group
New York
APWA
2477
Atlas Private Wealth Advisors
New Jersey
WAM
2478
Worth Asset Management
Texas
GAM
2479
Gould Asset Management
California
MAG
2480
MRA Advisory Group
New Jersey
WFMPM
2481
Woodley Farra Manion Portfolio Management
Indiana
YIA
2482
YHB Investment Advisors
Connecticut
SW
2483
SkyOak Wealth
Michigan
SC
2484
Sepio Capital
Utah
WKSWA
2485
White Knight Strategic Wealth Advisors
New Jersey
WI
2486
WrapManager Inc
California
MCP
2487
Mirador Capital Partners
California
TW
2488
Traveka Wealth
California
FAT
2489
First American Trust
California
CCA
2490
Cadent Capital Advisors
Oklahoma
AT
2491
American Trust
Kentucky
SWAG
2492
Spectrum Wealth Advisory Group
California
FFA
2493
First Foundation Advisors
California
FWM
2494
ForthRight Wealth Management
Georgia
AT
2495
Arlington Trust
Alabama
ACM
2496
Aster Capital Management
United Arab Emirates
IWA
2497
Icon Wealth Advisors
Texas
JWM
2498
JPL Wealth Management
Colorado
TCM
2499
TruNorth Capital Management
Michigan
RA
2500
Rise Advisors
New York