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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
FWP
1426
Firethorn Wealth Partners
Georgia
$477K
DE
1427
Diversified Enterprises
Delaware
$477K
QWP
1428
Quotient Wealth Partners
Texas
$477K
TWM
1429
Trueblood Wealth Management
Ohio
$477K
RMDI
1430
R.M. Davis Inc
Maine
$476K
KIA
1431
Knollwood Investment Advisory
Maryland
$475K
PWMG
1432
Pinnacle Wealth Management Group
Michigan
$474K
GM
1433
GeoWealth Management
Illinois
$473K
AFG
1434
Allegheny Financial Group
Pennsylvania
$472K
PFA
1435
Peak Financial Advisors
Colorado
$471K
FHA
1436
Flagship Harbor Advisors
Massachusetts
$471K
PP
1437
PDS Planning
Ohio
$469K
WFA
1438
Websterrogers Financial Advisors
South Carolina
$468K
AIP
1439
Almanack Investment Partners
Pennsylvania
$467K
LWA
1440
Lantern Wealth Advisors
New York
$464K
FEM
1441
Fulcrum Equity Management
Texas
$463K
CG
1442
Corundum Group
Colorado
$462K
FBC
1443
Fairfield, Bush & Co
Connecticut
$462K
FH
1444
FWG Holdings
Florida
$460K
QC
1445
Quent Capital
New York
$460K
QLSGSCF
1446
Quent Long Short Global Small Cap Fund
New York
$460K
LI
1447
Lafayette Investments
Maryland
$459K
FBB
1448
Fulton Breakefield Broenniman
Maryland
$455K
BCG
1449
Breakwater Capital Group
New Jersey
$455K
Koshinski Asset Management
1450
Koshinski Asset Management
Illinois
$455K