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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
PJWM
2001
Philip James Wealth Mangement
Georgia
$209K
KPWG
2002
KFA Private Wealth Group
Virginia
$209K
ECML
2003
Eagle Capital Management (Louisiana)
Louisiana
$209K
RWMG
2004
Redwood Wealth Management Group
New Jersey
$209K
CRIG
2005
Charter Research & Investment Group
Connecticut
$209K
KCAM
2006
Kagan Cocozza Asset Management
New Jersey
$209K
SPC
2007
Spirepoint Private Client
Florida
$209K
MWM
2008
Mattern Wealth Management
Kansas
$209K
BPW
2009
BlueDoor Private Wealth
Massachusetts
$208K
CIA
2010
Compass Ion Advisors
Pennsylvania
$208K
C1AG
2011
Client 1st Advisory Group
Florida
$208K
MAP
2012
Moody Aldrich Partners
Massachusetts
$208K
LNB
2013
Ledyard National Bank
$208K
FFC
2014
First Financial Corp
Indiana
$207K
SHFG
2015
S Harris Financial Group
Texas
$207K
BS
2016
Brighton Securities
New York
$207K
JFGIW
2017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K
SI
2018
Saxon Interests
Texas
$207K
BDF
2019
Black Diamond Financial
Maryland
$207K
EWP
2020
Elevation Wealth Partners
California
$207K
CWMG
2021
Compass Wealth Management (Georgia)
Georgia
$206K
TW
2022
TritonPoint Wealth
Maryland
$206K
RCG
2023
Regatta Capital Group
California
$206K
FFA
2024
Fragasso Financial Advisors
Pennsylvania
$206K
NA
2025
Nordwand Advisors
Pennsylvania
$206K