DUK icon

Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 1,006 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%69.1% (+0.67%)

4% less capital invested

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

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
AT
2476
American Trust
Kentucky
SWAG
2477
Spectrum Wealth Advisory Group
California
FFA
2478
First Foundation Advisors
California
FWM
2479
ForthRight Wealth Management
Georgia
AT
2480
Arlington Trust
Alabama
ACM
2481
Aster Capital Management
United Arab Emirates
IWA
2482
Icon Wealth Advisors
Texas
JWM
2483
JPL Wealth Management
Colorado
TCM
2484
TruNorth Capital Management
Michigan
RA
2485
Rise Advisors
New York
GFWA
2486
Grey Fox Wealth Advisors
Delaware
PPA
2487
Painted Porch Advisors
California
FF
2488
Friedenthal Financial
New Jersey
GAG
2489
Goodman Advisory Group
Massachusetts
CIAM
2490
Caitong International Asset Management
Hong Kong
SCA
2491
Stuart Chaussee & Associates
California
TIM
2492
Tortoise Investment Management
New York
HFS
2493
Hopwood Financial Services
Virginia
CFG
2494
CKW Financial Group
Hawaii
LAM
2495
Lynch Asset Management
Pennsylvania
MSG
2496
Main Street Group
Virginia
PCM
2497
Perritt Capital Management
Illinois
CTC
2498
Corundum Trust Company
South Dakota
PG
2499
Proffitt & Goodson
Tennessee
ITFISA
2500
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna