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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
DWM
1401
Diversify Wealth Management
Utah
$490K
BCMLT
1402
Beacon Capital Management LLC (Tennessee)
Tennessee
$489K
DLA
1403
Douglas Lane & Associates
New York
$489K
OCM
1404
One Capital Management
California
$488K
WWM
1405
Whalen Wealth Management
Nevada
$487K
TC
1406
Truvestments Capital
Florida
$486K
BOJHT
1407
Bank of Jackson Hole Trust
Wyoming
$486K
LAM
1408
L2 Asset Management
Massachusetts
$486K
MCM
1409
Marathon Capital Management
Maryland
$485K
FMC
1410
First Merchants Corp
Indiana
$484K
CGH
1411
CMG Global Holdings
Texas
$484K
CWM
1412
Calamos Wealth Management
Illinois
$482K
NF
1413
Nikulski Financial
Iowa
$481K
WP
1414
Westmount Partners
California
$481K
JE
1415
JMAC Enterprises
Pennsylvania
$481K
FAL
1416
Focused Alpha LLC
Colorado
$478K
MCG
1417
McCollum Christoferson Group
New York
$478K
FWP
1418
Firethorn Wealth Partners
Georgia
$477K
DE
1419
Diversified Enterprises
Delaware
$477K
QWP
1420
Quotient Wealth Partners
Texas
$477K
TWM
1421
Trueblood Wealth Management
Ohio
$477K
RMDI
1422
R.M. Davis Inc
Maine
$476K
KIA
1423
Knollwood Investment Advisory
Maryland
$475K
PWMG
1424
Pinnacle Wealth Management Group
Michigan
$474K
GM
1425
GeoWealth Management
Illinois
$473K