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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
AP
2076
Atwood & Palmer
Missouri
$158K
RWA
2077
Redmont Wealth Advisors
Illinois
$158K
AA
2078
Addison Advisors
Vermont
$156K
KB
2079
Kimelman & Baird
New York
$156K
GFA
2080
Godfrey Financial Associates
New York
$156K
FFO
2081
Fortitude Family Office
Arizona
$155K
HCM
2082
Hollencrest Capital Management
California
$154K
OAM
2083
Ostrum Asset Management
France
$154K
HIW
2084
Holos Integrated Wealth
Pennsylvania
$149K
NECFA
2085
New England Capital Financial Advisors
Connecticut
$149K
BC
2086
Bayforest Capital
United Kingdom
$145K
CWM
2087
Cranbrook Wealth Management
Michigan
$145K
GF
2088
GGM Financials
Ohio
$143K
PUI
2089
Purpose Unlimited Inc
$143K
SAM
2090
S.A. Mason
Michigan
$142K
HP
2091
Havemeyer Place
Connecticut
$142K
CCM
2092
Cutler Capital Management
Massachusetts
$139K
SWIM
2093
Smallwood Wealth Investment Management
New Jersey
$137K
FPF
2094
First Pacific Financial
Washington
$137K
AF
2095
Alerus Financial
North Dakota
$135K
BW
2096
Bravera Wealth
North Dakota
$135K
WIM
2097
Westside Investment Management
California
$131K
CP
2098
Canopy Partners
Ohio
$131K
AEPWM
2099
Atlantic Edge Private Wealth Management
Florida
$130K
CT
2100
Coastline Trust
Rhode Island
$129K