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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
GPW
1476
Genesis Private Wealth
Virginia
$431K
SSA
1477
Schonfeld Strategic Advisors
New York
$431K
WA
1478
Waddell & Associates
Tennessee
$431K
WPC
1479
White Pine Capital
Minnesota
$430K
W
1480
Wealthquest
Ohio
$430K
BC
1481
Broadwater Capital
Massachusetts
$430K
AIS
1482
AM Investment Strategies
Tennessee
$429K
EC
1483
EntryPoint Capital
New York
$429K
WIS
1484
Wright Investors Service
Connecticut
$429K
NCM
1485
NCM Capital Management
New Jersey
$429K
SSG
1486
Summit Securities Group
New York
$429K
BOH
1487
Bank of Hawaii
Hawaii
$427K
XWM
1488
Xcel Wealth Management
Florida
$426K
BFIM
1489
Beese Fulmer Investment Management
Ohio
$426K
BWM
1490
Birchcreek Wealth Management
Ohio
$426K
MFWP
1491
Mosaic Family Wealth Partners
Missouri
$426K
EWM
1492
Elite Wealth Management
Washington
$424K
FFM
1493
Forum Financial Management
Illinois
$424K
SEIA
1494
Signature Estate & Investment Advisors
California
$423K
BOPW
1495
Brandywine Oak Private Wealth
Pennsylvania
$423K
UCI
1496
Uncommon Cents Investing
Wisconsin
$423K
DCM
1497
DGS Capital Management
New Jersey
$423K
QCIG
1498
Quad-Cities Investment Group
Iowa
$422K
AC
1499
Aldebaran Capital
Indiana
$422K
CL
1500
CVFG LLC
Indiana
$422K