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Duke Energy

2,339 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 998 increasing their positions, 816 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,339
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
GFA
2051
Godfrey Financial Associates
New York
$156K
FFO
2052
Fortitude Family Office
Arizona
$155K
HCM
2053
Hollencrest Capital Management
California
$154K
OAM
2054
Ostrum Asset Management
France
$154K
HIW
2055
Holos Integrated Wealth
Pennsylvania
$149K
NECFA
2056
New England Capital Financial Advisors
Connecticut
$149K
BC
2057
Bayforest Capital
United Kingdom
$145K
CWM
2058
Cranbrook Wealth Management
Michigan
$145K
GF
2059
GGM Financials
Ohio
$143K
SAM
2060
S.A. Mason
Michigan
$142K
HP
2061
Havemeyer Place
Connecticut
$142K
CCM
2062
Cutler Capital Management
Massachusetts
$139K
SWIM
2063
Smallwood Wealth Investment Management
New Jersey
$137K
FPF
2064
First Pacific Financial
Washington
$137K
AF
2065
Alerus Financial
North Dakota
$135K
WIM
2066
Westside Investment Management
California
$131K
CP
2067
Canopy Partners
Ohio
$131K
AEPWM
2068
Atlantic Edge Private Wealth Management
Florida
$130K
CT
2069
Coastline Trust
Rhode Island
$129K
WOSD
2070
WFA of San Diego
California
$127K
DE
2071
DV Equities
Illinois
$127K
TPBG
2072
Turning Point Benefit Group
Maryland
$127K
WB
2073
Webster Bank
Connecticut
$124K
HCMG
2074
Howard Capital Management Group
California
$123K
WA
2075
WPG Advisers
Maryland
$122K