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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
LWM
1876
Liberty Wealth Management
California
$242K
GA
1877
Goldstein Advisors
Wisconsin
$242K
EHWM
1878
Eads & Heald Wealth Management
Georgia
$241K
I
1879
InceptionR
California
$241K
HNB
1880
Hilltop National Bank
Wyoming
$241K
GFM
1881
GF Fund Management
China
$241K
XWL
1882
XXI Wealth LLC
Illinois
$241K
HBW
1883
Hazlett, Burt & Watson
West Virginia
$240K
BF
1884
Brucke Financial
Indiana
$240K
HIM
1885
Hanlon Investment Management
New Jersey
$239K
PWP
1886
Ponta Wealth Partners
Florida
$239K
CRI
1887
Commonwealth Retirement Investments
Virginia
$239K
FPWM
1888
FSB Premier Wealth Management
Iowa
$239K
KIM
1889
Kestra Investment Management
Texas
$238K
TCP
1890
TMB Capital Partners
Arkansas
$238K
CCM
1891
Canal Capital Management
Virginia
$238K
PWA
1892
Physician Wealth Advisors
Utah
$237K
MIP
1893
Marietta Investment Partners
Wisconsin
$237K
LPT
1894
Legacy Private Trust
Wisconsin
$237K
CWIG
1895
Chung Wu Investment Group
Texas
$237K
LSIA
1896
LaSalle St. Investment Advisors
Illinois
$236K
EA
1897
Enclave Advisors
Texas
$236K
KBFS
1898
Kohmann Bosshard Financial Services
Ohio
$236K
WW
1899
Wright Wealth
Georgia
$236K
TFG
1900
Taylor Financial Group
Virginia
$235K