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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
PP
1976
Patron Partners
Texas
$210K
LA
1977
Legacy Advisors
Pennsylvania
$210K
SC
1978
Stephens Consulting
Michigan
$210K
PJWM
1979
Philip James Wealth Mangement
Georgia
$209K
KPWG
1980
KFA Private Wealth Group
Virginia
$209K
ECML
1981
Eagle Capital Management (Louisiana)
Louisiana
$209K
RWMG
1982
Redwood Wealth Management Group
New Jersey
$209K
CRIG
1983
Charter Research & Investment Group
Connecticut
$209K
KCAM
1984
Kagan Cocozza Asset Management
New Jersey
$209K
SPC
1985
Spirepoint Private Client
Florida
$209K
MWM
1986
Mattern Wealth Management
Kansas
$209K
BPW
1987
BlueDoor Private Wealth
Massachusetts
$208K
CIA
1988
Compass Ion Advisors
Pennsylvania
$208K
C1AG
1989
Client 1st Advisory Group
Florida
$208K
MAP
1990
Moody Aldrich Partners
Massachusetts
$208K
LNB
1991
Ledyard National Bank
$208K
FFC
1992
First Financial Corp
Indiana
$207K
SHFGL
1993
S Harris Financial Group, LLC
Texas
$207K
BSC
1994
BRIGHTON SECURITIES CORP.
New York
$207K
JFGIW
1995
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K
SI
1996
Saxon Interests
Texas
$207K
BDF
1997
Black Diamond Financial
Maryland
$207K
EWP
1998
Elevation Wealth Partners
California
$207K
CWMG
1999
Compass Wealth Management (Georgia)
Georgia
$206K
TW
2000
TritonPoint Wealth
Maryland
$206K