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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
MBWA
1976
Marin Bay Wealth Advisors
California
$214K
AIM
1977
Advyzon Investment Management
Illinois
$214K
CCT
1978
Capital City Trust
Florida
$214K
SCM
1979
Sunbeam Capital Management
Georgia
$213K
JPMIA
1980
J.P. Marvel Investment Advisors
Massachusetts
$212K
SIA
1981
Strategic Investment Advisors
Michigan
$211K
RAM
1982
Revere Asset Management
Texas
$211K
SL
1983
Summitry LLC
California
$211K
WCM
1984
Wedge Capital Management
North Carolina
$211K
SFS
1985
Sharp Financial Services
Pennsylvania
$210K
PP
1986
Patron Partners
Texas
$210K
LA
1987
Legacy Advisors
Pennsylvania
$210K
SC
1988
Stephens Consulting
Michigan
$210K
PJWM
1989
Philip James Wealth Mangement
Georgia
$209K
KPWG
1990
KFA Private Wealth Group
Virginia
$209K
ECML
1991
Eagle Capital Management (Louisiana)
Louisiana
$209K
RWMG
1992
Redwood Wealth Management Group
New Jersey
$209K
CRIG
1993
Charter Research & Investment Group
Connecticut
$209K
KCAM
1994
Kagan Cocozza Asset Management
New Jersey
$209K
SPC
1995
Spirepoint Private Client
Florida
$209K
MWM
1996
Mattern Wealth Management
Kansas
$209K
BPW
1997
BlueDoor Private Wealth
Massachusetts
$208K
CIA
1998
Compass Ion Advisors
Pennsylvania
$208K
C1AG
1999
Client 1st Advisory Group
Florida
$208K
MAP
2000
Moody Aldrich Partners
Massachusetts
$208K