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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
SFGM
2051
Stonebridge Financial Group (Missouri)
Missouri
$201K
WMWM
2052
Wilkins Miller Wealth Management
Alabama
$201K
CFO
2053
Cambient Family Office
Michigan
$201K
WIM
2054
Walsky Investment Management
Pennsylvania
$200K
FA
2055
FSA Advisors
Michigan
$198K
FC
2056
Fairscale Capital
New Hampshire
$198K
UFF
2057
USA Financial Formulas
Michigan
$196K
A
2058
Allianz
Germany
$195K
BC
2059
Barrett & Company
Rhode Island
$194K
SA
2060
Scarborough Advisors
Maryland
$193K
IWM
2061
IMG Wealth Management
Florida
$192K
WBC
2062
West Branch Capital
Massachusetts
$190K
VWA
2063
VSM Wealth Advisory
Maryland
$187K
Optiver Holding
2064
Optiver Holding
Netherlands
$186K
MWA
2065
Medallion Wealth Advisors
Connecticut
$186K
EW
2066
Elyxium Wealth
California
$183K
OP
2067
ORG Partners
Indiana
$182K
RMP
2068
Richards, Merrill & Peterson
Washington
$181K
ME
2069
McIlrath & Eck
Washington
$180K
TFA
2070
Transamerica Financial Advisors
Florida
$180K
P
2071
Palladiem
Pennsylvania
$178K
MAM
2072
Morse Asset Management
Connecticut
$176K
PWAM
2073
Private Wealth Asset Management
Iowa
$173K
CFFP
2074
Center for Financial Planning
Michigan
$173K
HIMS
2075
Hager Investment Management Services
New Hampshire
$172K