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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
GTAM
2101
Global Trust Asset Management
Florida
$118K
WA
2102
Whipplewood Advisors
Colorado
$116K
GAM
2103
Guinness Asset Management
United Kingdom
$116K
ADL
2104
Asset Dedication LLC
California
$114K
BSB
2105
Bangor Savings Bank
Maine
$114K
APW
2106
Aventura Private Wealth
Florida
$114K
CAL
2107
Capital Advisors Ltd
Ohio
$111K
TAM
2108
Tucker Asset Management
Colorado
$111K
CMBA
2109
C.M. Bidwell & Associates
Hawaii
$110K
AF
2110
Avanza Fonder
Sweden
$109K
PP
2111
Pacifica Partners
Canada
$107K
GIA
2112
GHP Investment Advisors
Colorado
$107K
TFIPS
2113
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
KFI
2114
Key Financial Inc
Pennsylvania
$103K
CMP
2115
Coston McIsaac & Partners
Maine
$102K
MWPCG
2116
Measured Wealth Private Client Group
New Hampshire
$101K
GKIM
2117
GW&K Investment Management
Massachusetts
$101K
HIIFS
2118
Harel Insurance Investments & Financial Services
Israel
$99K
BHWM
2119
Beaird Harris Wealth Management
Texas
$97.3K
ACM
2120
Aquatic Capital Management
Illinois
$96.1K
TTIC
2121
Tower Trust & Investment Company
Iowa
$96K
TM
2122
Torren Management
California
$95.4K
GWSA
2123
Global Wealth Strategies & Associates
Colorado
$94.6K
LI
2124
Louisbourg Investments
New Brunswick, Canada
$93.8K
SIC
2125
SJS Investment Consulting
Ohio
$93.3K