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Duke Energy

2,360 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 1,003 increasing their positions, 820 reducing their positions, and 144 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$619M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
751
Tower Research Capital (TRC)
New York
$2.09M
HIP
752
HUB Investment Partners
Texas
$2.07M
RFN
753
RDA Financial Network
Iowa
$2.07M
BIG
754
Brooklyn Investment Group
New York
$2.06M
TCMG
755
TSP Capital Management Group
New Jersey
$2.06M
SB
756
Strategic Blueprint
Georgia
$2.05M
NG
757
Norden Group
Utah
$2.05M
BCA
758
Bay Colony Advisors
Massachusetts
$2.04M
WWMSC
759
Wagner Wealth Management (South Carolina)
South Carolina
$2.04M
DA
760
Drake & Associates
Wisconsin
$2.04M
DCM
761
Donaldson Capital Management
Indiana
$2.03M
IWM
762
IHT Wealth Management
Illinois
$2.03M
SP
763
SWS Partners
Ohio
$2.03M
CPIA
764
Cornell Pochily Investment Advisors
New York
$2.03M
MAS
765
Meeder Advisory Services
Ohio
$2.02M
VMMC
766
V.M. Manning & Co
South Carolina
$2.02M
CC
767
Courier Capital
New York
$2.01M
SMC
768
Smith, Moore & Co
Missouri
$2.01M
KTM
769
Keeler Thomas Management
Utah
$2M
LCOV
770
London Company of Virginia
Virginia
$1.99M
IIM
771
Ipswich Investment Management
Massachusetts
$1.98M
MMPW
772
Mitchell McLeod Pugh & Williams
Alabama
$1.98M
GIC
773
Generali Investments CEE
Czech Republic
$1.97M
CTA
774
Clear Trail Advisors
Texas
$1.97M
AW
775
Alaethes Wealth
Nevada
$1.96M