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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
BWM
1551
Baron Wealth Management
Michigan
$381K
CIA
1552
Cladis Investment Advisory
Montana
$381K
NAS
1553
Nicolet Advisory Services
Wisconsin
$380K
PHWM
1554
Pine Harbor Wealth Management
Maryland
$380K
TFO
1555
Timonier Family Office
North Carolina
$380K
MAM
1556
MWA Asset Management
Massachusetts
$378K
FG
1557
Foster Group
Iowa
$378K
CP
1558
Castleview Partners
Texas
$378K
CIM
1559
CIM Investment Management
Pennsylvania
$377K
AP
1560
Anchyra Partners
Georgia
$376K
BFG
1561
Birch Financial Group
New Hampshire
$376K
MAWA
1562
Moss Adams Wealth Advisors
Washington
$376K
RFA
1563
Resurgent Financial Advisors
Georgia
$375K
FA
1564
Fagan Associates
New York
$375K
RCG
1565
Ridge Creek Global
Ohio
$374K
BSSFA
1566
Baron Silver Stevens Financial Advisors
Florida
$374K
FPW
1567
Fairvoy Private Wealth
Alabama
$373K
OBWG
1568
Onyx Bridge Wealth Group
New York
$372K
KCM
1569
Kathmere Capital Management
Pennsylvania
$372K
BMC
1570
Beaton Management Company
Massachusetts
$372K
SN
1571
Sittner & Nelson
Oregon
$372K
AG
1572
AmeriFlex Group
Nevada
$371K
4WM
1573
44 Wealth Management
Oregon
$371K
MGAM
1574
McGowan Group Asset Management
Texas
$371K
RDFA
1575
Ritter Daniher Financial Advisory
Ohio
$371K