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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
MFP
1851
Meramec Financial Planners
Missouri
$252K
AA
1852
Auxano Advisors
Washington
$252K
QIM
1853
Quest Investment Management
Oregon
$250K
SFM
1854
Signet Financial Management
New Jersey
$250K
RSWM
1855
Robertson Stephens Wealth Management
California
$249K
EIM
1856
Essex Investment Management
Massachusetts
$249K
OF
1857
Optimize Financial
California
$248K
AIM
1858
Aigen Investment Management
New York
$248K
FWI
1859
Facet Wealth Inc
Maryland
$248K
BW
1860
Balance Wealth
Ohio
$248K
PWM
1861
Provident Wealth Management
Tennessee
$247K
LCM
1862
Liberty Capital Management
Michigan
$247K
SWM
1863
SHP Wealth Management
Massachusetts
$247K
EL
1864
EWA LLC
Pennsylvania
$246K
LAM
1865
Longboard Asset Management
Arizona
$246K
AIP
1866
ARS Investment Partners
New York
$246K
SI
1867
Severin Investments
Missouri
$246K
PWM
1868
Partners Wealth Management
California
$246K
PMSA
1869
Patrick M. Sweeney & Associates
Illinois
$245K
AWS
1870
Arkfeld Wealth Strategies
Nebraska
$245K
FGWP
1871
Founders Grove Wealth Partners
Virginia
$245K
DWM
1872
Darwin Wealth Management
Florida
$244K
PCA
1873
Peddock Capital Advisors
Massachusetts
$243K
O
1874
Ossiam
France
$243K
LWM
1875
Liberty Wealth Management
California
$242K