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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
COI
1526
Connable Office Inc
Michigan
$403K
HFP
1527
Holistic Financial Partners
Indiana
$402K
OWA
1528
Opal Wealth Advisors
New York
$402K
BIA
1529
Beacon Investment Advisors
Maryland
$400K
FHC
1530
First Heartland Consultants
Missouri
$400K
GWMR
1531
GC Wealth Management RIA
Massachusetts
$399K
FFG
1532
Fortem Financial Group
California
$399K
FDW
1533
Fourth Dimension Wealth
Ohio
$398K
RZH
1534
Relyea Zuckerberg Hanson
Connecticut
$398K
CFS
1535
CRA Financial Services
New Jersey
$397K
OFS
1536
OMC Financial Services
New York
$397K
BBNB
1537
Baker Boyer National Bank
Washington
$396K
SW
1538
SteelPeak Wealth
California
$395K
GWP
1539
Gateway Wealth Partners
Wisconsin
$394K
LA
1540
Latitude Advisors
Florida
$394K
TWP
1541
Triad Wealth Partners
Kansas
$393K
AF
1542
Aldebaran Financial
$392K
GBT
1543
Grove Bank & Trust
Florida
$392K
PL
1544
Perpetual Ltd
Australia
$392K
C
1545
Certuity
Florida
$389K
DSC
1546
Duncker Streett & Co
Missouri
$389K
VP
1547
Verum Partners
North Carolina
$388K
WKWM
1548
Walter & Keenan Wealth Management
Indiana
$388K
EW
1549
Evoke Wealth
California
$387K
HGA
1550
Hobbs Group Advisors
South Carolina
$387K