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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
FFA
2501
First Foundation Advisors
California
FWM
2502
ForthRight Wealth Management
Georgia
AT
2503
Arlington Trust
Alabama
ACM
2504
Aster Capital Management
United Arab Emirates
IWA
2505
Icon Wealth Advisors
Texas
JWM
2506
JPL Wealth Management
Colorado
TCM
2507
TruNorth Capital Management
Michigan
RA
2508
Rise Advisors
New York
GFWA
2509
Grey Fox Wealth Advisors
Delaware
PPA
2510
Painted Porch Advisors
California
FF
2511
Friedenthal Financial
New Jersey
GAG
2512
Goodman Advisory Group
Massachusetts
CIAM
2513
Caitong International Asset Management
Hong Kong
SCA
2514
Stuart Chaussee & Associates
California
TIM
2515
Tortoise Investment Management
New York
HFS
2516
Hopwood Financial Services
Virginia
CFG
2517
CKW Financial Group
Hawaii
LAM
2518
Lynch Asset Management
Pennsylvania
MSG
2519
Main Street Group
Virginia
PCM
2520
Perritt Capital Management
Illinois
CTC
2521
Corundum Trust Company
South Dakota
PG
2522
Proffitt & Goodson
Tennessee
ITFISA
2523
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2524
Delos Wealth Advisors
Texas
HHGA
2525
Halbert Hargrove Global Advisors
California