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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
SIM
751
Stratos Investment Management
Ohio
$2.15M
LA
752
LVW Advisors
New York
$2.13M
WWM
753
Wolff Wiese Magana
California
$2.13M
TWC
754
TD Waterhouse Canada
Ontario, Canada
$2.12M
MSA
755
Marino Stram & Associates
Massachusetts
$2.12M
IAP
756
Indie Asset Partners
Indiana
$2.1M
BCP
757
Berkeley Capital Partners
Georgia
$2.1M
DGM
758
Delta Global Management
New York
$2.1M
RB
759
Rodgers Brothers
Pennsylvania
$2.1M
TRCT
760
Tower Research Capital (TRC)
New York
$2.09M
HIP
761
HUB Investment Partners
Texas
$2.07M
RFN
762
RDA Financial Network
Iowa
$2.07M
BIG
763
Brooklyn Investment Group
New York
$2.06M
TCMG
764
TSP Capital Management Group
New Jersey
$2.06M
SB
765
Strategic Blueprint
Georgia
$2.05M
NG
766
Norden Group
Utah
$2.05M
BCA
767
Bay Colony Advisors
Massachusetts
$2.04M
WWMSC
768
Wagner Wealth Management (South Carolina)
South Carolina
$2.04M
DA
769
Drake & Associates
Wisconsin
$2.04M
DCM
770
Donaldson Capital Management
Indiana
$2.03M
IWM
771
IHT Wealth Management
Illinois
$2.03M
SP
772
SWS Partners
Ohio
$2.03M
CPIA
773
Cornell Pochily Investment Advisors
New York
$2.03M
MAS
774
Meeder Advisory Services
Ohio
$2.02M
VMMC
775
V.M. Manning & Co
South Carolina
$2.02M