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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
FWI
1851
Facet Wealth Inc
Maryland
$248K
BW
1852
Balance Wealth
Ohio
$248K
PWM
1853
Provident Wealth Management
Tennessee
$247K
LCM
1854
Liberty Capital Management
Michigan
$247K
SWM
1855
SHP Wealth Management
Massachusetts
$247K
EL
1856
EWA LLC
Pennsylvania
$246K
LAM
1857
Longboard Asset Management
Arizona
$246K
AIP
1858
ARS Investment Partners
New York
$246K
SI
1859
Severin Investments
Missouri
$246K
PWM
1860
Partners Wealth Management
California
$246K
PMSA
1861
Patrick M. Sweeney & Associates
Illinois
$245K
AWS
1862
Arkfeld Wealth Strategies
Nebraska
$245K
FGWP
1863
Founders Grove Wealth Partners
Virginia
$245K
DWM
1864
Darwin Wealth Management
Florida
$244K
PCA
1865
Peddock Capital Advisors
Massachusetts
$243K
O
1866
Ossiam
France
$243K
LWM
1867
Liberty Wealth Management
California
$242K
GA
1868
Goldstein Advisors
Wisconsin
$242K
EHWM
1869
Eads & Heald Wealth Management
Georgia
$241K
I
1870
InceptionR
California
$241K
HNB
1871
Hilltop National Bank
Wyoming
$241K
GFM
1872
GF Fund Management
China
$241K
XWL
1873
XXI Wealth LLC
Illinois
$241K
HBW
1874
Hazlett, Burt & Watson
West Virginia
$240K
BF
1875
Brucke Financial
Indiana
$240K