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