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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
DE
1426
Diversified Enterprises
Delaware
$477K
QWP
1427
Quotient Wealth Partners
Texas
$477K
TWM
1428
Trueblood Wealth Management
Ohio
$477K
RMDI
1429
R.M. Davis Inc
Maine
$476K
KIA
1430
Knollwood Investment Advisory
Maryland
$475K
PWMG
1431
Pinnacle Wealth Management Group
Michigan
$474K
GM
1432
GeoWealth Management
Illinois
$473K
AFG
1433
Allegheny Financial Group
Pennsylvania
$472K
PFA
1434
Peak Financial Advisors
Colorado
$471K
FHA
1435
Flagship Harbor Advisors
Massachusetts
$471K
PP
1436
PDS Planning
Ohio
$469K
WFA
1437
Websterrogers Financial Advisors
South Carolina
$468K
AIP
1438
Almanack Investment Partners
Pennsylvania
$467K
LWA
1439
Lantern Wealth Advisors
New York
$464K
FEM
1440
Fulcrum Equity Management
Texas
$463K
CG
1441
Corundum Group
Colorado
$462K
FBC
1442
Fairfield, Bush & Co
Connecticut
$462K
FH
1443
FWG Holdings
Florida
$460K
QC
1444
Quent Capital
New York
$460K
QLSGSCF
1445
Quent Long Short Global Small Cap Fund
New York
$460K
LI
1446
Lafayette Investments
Maryland
$459K
FBB
1447
Fulton Breakefield Broenniman
Maryland
$455K
BCG
1448
Breakwater Capital Group
New Jersey
$455K
Koshinski Asset Management
1449
Koshinski Asset Management
Illinois
$455K
OL
1450
Optas LLC
Texas
$455K