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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 1,006 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
KB
2076
Kimelman & Baird
New York
$156K
GFA
2077
Godfrey Financial Associates
New York
$156K
FFO
2078
Fortitude Family Office
Arizona
$155K
HCM
2079
Hollencrest Capital Management
California
$154K
OAM
2080
Ostrum Asset Management
France
$154K
HIW
2081
Holos Integrated Wealth
Pennsylvania
$149K
NECFA
2082
New England Capital Financial Advisors
Connecticut
$149K
BC
2083
Bayforest Capital
United Kingdom
$145K
CWM
2084
Cranbrook Wealth Management
Michigan
$145K
GF
2085
GGM Financials
Ohio
$143K
PUI
2086
Purpose Unlimited Inc
$143K
SAM
2087
S.A. Mason
Michigan
$142K
HP
2088
Havemeyer Place
Connecticut
$142K
CCM
2089
Cutler Capital Management
Massachusetts
$139K
SWIM
2090
Smallwood Wealth Investment Management
New Jersey
$137K
FPF
2091
First Pacific Financial
Washington
$137K
AF
2092
Alerus Financial
North Dakota
$135K
WIM
2093
Westside Investment Management
California
$131K
CP
2094
Canopy Partners
Ohio
$131K
AEPWM
2095
Atlantic Edge Private Wealth Management
Florida
$130K
CT
2096
Coastline Trust
Rhode Island
$129K
WOSD
2097
WFA of San Diego
California
$127K
DE
2098
DV Equities
Illinois
$127K
TPBG
2099
Turning Point Benefit Group
Maryland
$127K
WB
2100
Webster Bank
Connecticut
$124K