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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
SAM
2076
S.A. Mason
Michigan
$142K
HP
2077
Havemeyer Place
Connecticut
$142K
CCM
2078
Cutler Capital Management
Massachusetts
$139K
SWIM
2079
Smallwood Wealth Investment Management
New Jersey
$137K
FPF
2080
First Pacific Financial
Washington
$137K
AF
2081
Alerus Financial
North Dakota
$135K
WIM
2082
Westside Investment Management
California
$131K
CP
2083
Canopy Partners
Ohio
$131K
AEPWM
2084
Atlantic Edge Private Wealth Management
Florida
$130K
CT
2085
Coastline Trust
Rhode Island
$129K
WOSD
2086
WFA of San Diego
California
$127K
DE
2087
DV Equities
Illinois
$127K
TPBG
2088
Turning Point Benefit Group
Maryland
$127K
WB
2089
Webster Bank
Connecticut
$124K
HCMG
2090
Howard Capital Management Group
California
$123K
WA
2091
WPG Advisers
Maryland
$122K
AWA
2092
Acumen Wealth Advisors
Tennessee
$122K
DCBT
2093
Dakota Community Bank & Trust
North Dakota
$122K
MCP
2094
Miller Capital Partners
Michigan
$121K
PSB
2095
Piscataqua Savings Bank
New Hampshire
$121K
MTIC
2096
Missouri Trust & Investment Company
Missouri
$120K
BAM
2097
Byrne Asset Management
New Jersey
$119K
CWM
2098
Copia Wealth Management
Oregon
$119K
PMFA
2099
Plante Moran Financial Advisors
Michigan
$119K
CCA
2100
Catalyst Capital Advisors
New York
$118K