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Duke Energy

2,371 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,371
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
FFA
2476
First Foundation Advisors
California
FWM
2477
ForthRight Wealth Management
Georgia
AT
2478
Arlington Trust
Alabama
ACM
2479
Aster Capital Management
United Arab Emirates
IWA
2480
Icon Wealth Advisors
Texas
JWM
2481
JPL Wealth Management
Colorado
TCM
2482
TruNorth Capital Management
Michigan
RA
2483
Rise Advisors
New York
GFWA
2484
Grey Fox Wealth Advisors
Delaware
PPA
2485
Painted Porch Advisors
California
FF
2486
Friedenthal Financial
New Jersey
GAG
2487
Goodman Advisory Group
Massachusetts
CIAM
2488
Caitong International Asset Management
Hong Kong
SCA
2489
Stuart Chaussee & Associates
California
TIM
2490
Tortoise Investment Management
New York
HFS
2491
Hopwood Financial Services
Virginia
CFG
2492
CKW Financial Group
Hawaii
LAM
2493
Lynch Asset Management
Pennsylvania
MSG
2494
Main Street Group
Virginia
PCM
2495
Perritt Capital Management
Illinois
CTC
2496
Corundum Trust Company
South Dakota
PG
2497
Proffitt & Goodson
Tennessee
ITFISA
2498
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2499
Delos Wealth Advisors
Texas
HHGA
2500
Halbert Hargrove Global Advisors
California