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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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
2,372
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
MSA
751
Marino Stram & Associates
Massachusetts
$2.12M
IAP
752
Indie Asset Partners
Indiana
$2.1M
BCP
753
Berkeley Capital Partners
Georgia
$2.1M
DGM
754
Delta Global Management
New York
$2.1M
RB
755
Rodgers Brothers
Pennsylvania
$2.1M
TRCT
756
Tower Research Capital (TRC)
New York
$2.09M
HIP
757
HUB Investment Partners
Texas
$2.07M
RFN
758
RDA Financial Network
Iowa
$2.07M
BIG
759
Brooklyn Investment Group
New York
$2.06M
TCMG
760
TSP Capital Management Group
New Jersey
$2.06M
SB
761
Strategic Blueprint
Georgia
$2.05M
NG
762
Norden Group
Utah
$2.05M
BCA
763
Bay Colony Advisors
Massachusetts
$2.04M
WWMSC
764
Wagner Wealth Management (South Carolina)
South Carolina
$2.04M
DA
765
Drake & Associates
Wisconsin
$2.04M
DCM
766
Donaldson Capital Management
Indiana
$2.03M
IWM
767
IHT Wealth Management
Illinois
$2.03M
SP
768
SWS Partners
Ohio
$2.03M
CPIA
769
Cornell Pochily Investment Advisors
New York
$2.03M
MAS
770
Meeder Advisory Services
Ohio
$2.02M
VMMC
771
V.M. Manning & Co
South Carolina
$2.02M
CC
772
Courier Capital
New York
$2.01M
SMC
773
Smith, Moore & Co
Missouri
$2.01M
KTM
774
Keeler Thomas Management
Utah
$2M
LCOV
775
London Company of Virginia
Virginia
$1.99M