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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
PPC
1451
Park Place Capital
Alabama
$449K
WDA
1452
Wendell David Associates
New Hampshire
$444K
AGC
1453
Aspen Grove Capital
Colorado
$444K
TAM
1454
Titleist Asset Management
Texas
$442K
MAG
1455
Mayfair Advisory Group
Alabama
$442K
SAM
1456
Sawgrass Asset Management
Florida
$440K
MCM
1457
McDonough Capital Management
Florida
$440K
TIA
1458
Tiemann Investment Advisors
California
$438K
LSPW
1459
Lake Street Private Wealth
Illinois
$438K
STSL
1460
SG Trading Solutions, LLC
Utah
$438K
OS
1461
Objectivity Squared
South Carolina
$437K
LOWM
1462
Laurel Oak Wealth Management
New Jersey
$436K
OCG
1463
Opus Capital Group
Ohio
$436K
SAM
1464
Secure Asset Management
Michigan
$434K
TSS
1465
Two Sigma Securities
New York
$433K
TIA
1466
Traphagen Investment Advisors
New Jersey
$432K
AWP
1467
Atlas Wealth Partners
Pennsylvania
$432K
GWM
1468
GSB Wealth Management
Connecticut
$431K
GPW
1469
Genesis Private Wealth
Virginia
$431K
SSA
1470
Schonfeld Strategic Advisors
New York
$431K
WA
1471
Waddell & Associates
Tennessee
$431K
WPC
1472
White Pine Capital
Minnesota
$430K
W
1473
Wealthquest
Ohio
$430K
BC
1474
Broadwater Capital
Massachusetts
$430K
AIS
1475
AM Investment Strategies
Tennessee
$429K