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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
GFWA
2501
Grey Fox Wealth Advisors
Delaware
PPA
2502
Painted Porch Advisors
California
FF
2503
Friedenthal Financial
New Jersey
GAG
2504
Goodman Advisory Group
Massachusetts
CIAM
2505
Caitong International Asset Management
Hong Kong
SCA
2506
Stuart Chaussee & Associates
California
TIM
2507
Tortoise Investment Management
New York
HFS
2508
Hopwood Financial Services
Virginia
CFG
2509
CKW Financial Group
Hawaii
LAM
2510
Lynch Asset Management
Pennsylvania
MSG
2511
Main Street Group
Virginia
PCM
2512
Perritt Capital Management
Illinois
CTC
2513
Corundum Trust Company
South Dakota
PG
2514
Proffitt & Goodson
Tennessee
ITFISA
2515
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2516
Delos Wealth Advisors
Texas
HHGA
2517
Halbert Hargrove Global Advisors
California
MAM
2518
MMA Asset Management
Pennsylvania
MAM
2519
Marquette Asset Management
Minnesota
AAG
2520
Accordant Advisory Group
Maryland
MSWA
2521
Marshall & Sterling Wealth Advisors
New York
CCM
2522
Cloud Capital Management
Washington
PAM
2523
Palisade Asset Management
Minnesota
BDPWM
2524
Barnes Dennig Private Wealth Management
Ohio
GLF
2525
Groupe la Francaise
France