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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
EGA
976
Eagle Global Advisors
Texas
$1.25M
FPL
977
Fortress Private Ledger
North Carolina
$1.24M
FCM
978
Fourpath Capital Management
Oklahoma
$1.24M
RF
979
Roxbury Financial
New Jersey
$1.23M
FCCM
980
First City Capital Management
Georgia
$1.23M
CIAS
981
CFS Investment Advisory Services
New Jersey
$1.22M
SC
982
Schulhoff & Co
Ohio
$1.22M
THCM
983
Taylor Hoffman Capital Management
Virginia
$1.22M
OKSA
984
O'Keefe Stevens Advisory
New York
$1.21M
MFIM
985
Mesirow Financial Investment Management
Illinois
$1.21M
GCM
986
Gables Capital Management
Florida
$1.2M
NFC
987
Northstar Financial Companies
Pennsylvania
$1.2M
MWM
988
M3 Wealth Management
Ohio
$1.2M
NFSG
989
Newbridge Financial Services Group
Florida
$1.19M
RGF
990
Retirement Guys Formula
Ohio
$1.19M
CC
991
Chicago Capital
Illinois
$1.19M
BP
992
Ballentine Partners
Massachusetts
$1.18M
FT
993
Fiduciary Trust
Massachusetts
$1.18M
ISS
994
Intesa Sanpaolo SpA.
Italy
$1.18M
WCM
995
Winthrop Capital Management
Indiana
$1.18M
HTC
996
Haverford Trust Company
Pennsylvania
$1.17M
BWM
997
Bluebird Wealth Management
Massachusetts
$1.17M
JSW
998
Journey Strategic Wealth
New Jersey
$1.17M
WWM
999
Western Wealth Management
Colorado
$1.16M
KIA
1000
KCM Investment Advisors
California
$1.16M