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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
TMC
1176
Themes Management Co
Connecticut
$760K
JGUA
1177
John G. Ullman & Associates
New York
$760K
KP
1178
Keel Point
Alabama
$758K
MCM
1179
Monument Capital Management
Virginia
$757K
CWMP
1180
Clarion Wealth Managment Partners
Virginia
$757K
GB
1181
Goepper Burkhardt
South Carolina
$756K
CSI
1182
Cross Staff Investments
New York
$756K
FFWM
1183
Future Financial Wealth Management
Ohio
$755K
PJSIMP
1184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K
SWM
1185
Stockman Wealth Management
Montana
$754K
CA
1186
Calton & Associates
Florida
$751K
DI
1187
Diligent Investors
California
$748K
AAG
1188
Armstrong Advisory Group
Massachusetts
$746K
KMWM
1189
Keudell/Morrison Wealth Management
Oregon
$745K
BSTWA
1190
Blake Schutter Theil Wealth Advisors
Ohio
$745K
NP
1191
NorthRock Partners
Minnesota
$744K
GSWM
1192
Golden State Wealth Management
California
$744K
DP
1193
Dearborn Partners
Illinois
$742K
Edgewood Management
1194
Edgewood Management
Connecticut
$739K
SIG
1195
Spinnaker Investment Group
California
$738K
XPN
1196
XY Planning Network
Montana
$738K
WBCM
1197
Wilson & Boucher Capital Management
California
$737K
DWT
1198
Dorsey & Whitney Trust
South Dakota
$735K
CA
1199
CoreCap Advisors
Michigan
$735K
AIMA
1200
Ables Iannone Moore & Associates
Georgia
$734K