DUK icon

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
HIM
1876
Hanlon Investment Management
New Jersey
$239K
PWP
1877
Ponta Wealth Partners
Florida
$239K
CRI
1878
Commonwealth Retirement Investments
Virginia
$239K
FPWM
1879
FSB Premier Wealth Management
Iowa
$239K
KIM
1880
Kestra Investment Management
Texas
$238K
TCP
1881
TMB Capital Partners
Arkansas
$238K
CCM
1882
Canal Capital Management
Virginia
$238K
PWA
1883
Physician Wealth Advisors
Utah
$237K
MIP
1884
Marietta Investment Partners
Wisconsin
$237K
LPT
1885
Legacy Private Trust
Wisconsin
$237K
CWIG
1886
Chung Wu Investment Group
Texas
$237K
LSIA
1887
LaSalle St. Investment Advisors
Illinois
$236K
EA
1888
Enclave Advisors
Texas
$236K
KBFS
1889
Kohmann Bosshard Financial Services
Ohio
$236K
WW
1890
Wright Wealth
Georgia
$236K
TFG
1891
Taylor Financial Group
Virginia
$235K
ST
1892
Sentinel Trust
Texas
$235K
PTB
1893
Pioneer Trust Bank
Oregon
$234K
GCM
1894
Graver Capital Management
Ohio
$234K
WCA
1895
Westover Capital Advisors
Delaware
$234K
PA
1896
Promethium Advisors
Maryland
$234K
VFG
1897
Victory Financial Group
Texas
$234K
T
1898
TrustBank
Illinois
$234K
AAS
1899
Annex Advisory Services
Wisconsin
$234K
TWP
1900
Tower Wealth Partners
Pennsylvania
$234K