DUK icon

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
CIAS
976
CFS Investment Advisory Services
New Jersey
$1.22M
SC
977
Schulhoff & Co
Ohio
$1.22M
THCM
978
Taylor Hoffman Capital Management
Virginia
$1.22M
OKSA
979
O'Keefe Stevens Advisory
New York
$1.21M
MFIM
980
Mesirow Financial Investment Management
Illinois
$1.21M
GCM
981
Gables Capital Management
Florida
$1.2M
NFC
982
Northstar Financial Companies
Pennsylvania
$1.2M
MWM
983
M3 Wealth Management
Ohio
$1.2M
NFSG
984
Newbridge Financial Services Group
Florida
$1.19M
RGF
985
Retirement Guys Formula
Ohio
$1.19M
CC
986
Chicago Capital
Illinois
$1.19M
BP
987
Ballentine Partners
Massachusetts
$1.18M
FT
988
Fiduciary Trust
Massachusetts
$1.18M
ISS
989
Intesa Sanpaolo SpA.
Italy
$1.18M
WCM
990
Winthrop Capital Management
Indiana
$1.18M
HTC
991
Haverford Trust Company
Pennsylvania
$1.17M
BWM
992
Bluebird Wealth Management
Massachusetts
$1.17M
JSW
993
Journey Strategic Wealth
New Jersey
$1.17M
WWM
994
Western Wealth Management
Colorado
$1.16M
KIA
995
KCM Investment Advisors
California
$1.16M
MG
996
Mather Group
Illinois
$1.15M
PWM
997
Pines Wealth Management
North Carolina
$1.15M
CT
998
Chicago Trust
Illinois
$1.15M
KCPG
999
Kavar Capital Partners Group
Kansas
$1.15M
MIM
1000
Moseley Investment Management
Florida
$1.14M