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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
LCM
1876
Liberty Capital Management
Michigan
$247K
SWM
1877
SHP Wealth Management
Massachusetts
$247K
EL
1878
EWA LLC
Pennsylvania
$246K
LAM
1879
Longboard Asset Management
Arizona
$246K
AIP
1880
ARS Investment Partners
New York
$246K
SI
1881
Severin Investments
Missouri
$246K
PWM
1882
Partners Wealth Management
California
$246K
PMSA
1883
Patrick M. Sweeney & Associates
Illinois
$245K
AWS
1884
Arkfeld Wealth Strategies
Nebraska
$245K
FGWP
1885
Founders Grove Wealth Partners
Virginia
$245K
DWM
1886
Darwin Wealth Management
Florida
$244K
PCA
1887
Peddock Capital Advisors
Massachusetts
$243K
O
1888
Ossiam
France
$243K
LWM
1889
Liberty Wealth Management
California
$242K
GA
1890
Goldstein Advisors
Wisconsin
$242K
EHWM
1891
Eads & Heald Wealth Management
Georgia
$241K
I
1892
InceptionR
California
$241K
HNB
1893
Hilltop National Bank
Wyoming
$241K
GFM
1894
GF Fund Management
China
$241K
XWL
1895
XXI Wealth LLC
Illinois
$241K
HBW
1896
Hazlett, Burt & Watson
West Virginia
$240K
BF
1897
Brucke Financial
Indiana
$240K
HIM
1898
Hanlon Investment Management
New Jersey
$239K
PWP
1899
Ponta Wealth Partners
Florida
$239K
CRI
1900
Commonwealth Retirement Investments
Virginia
$239K