We are live on ! Find out more
DUK icon

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
PUI
2101
Purpose Unlimited Inc
$143K
SAM
2102
S.A. Mason
Michigan
$142K
HP
2103
Havemeyer Place
Connecticut
$142K
CCM
2104
Cutler Capital Management
Massachusetts
$139K
SWIM
2105
Smallwood Wealth Investment Management
New Jersey
$137K
FPF
2106
First Pacific Financial
Washington
$137K
AF
2107
Alerus Financial
North Dakota
$135K
BW
2108
Bravera Wealth
North Dakota
$135K
WIM
2109
Westside Investment Management
California
$131K
CP
2110
Canopy Partners
Ohio
$131K
AEPWM
2111
Atlantic Edge Private Wealth Management
Florida
$130K
CT
2112
Coastline Trust
Rhode Island
$129K
WOSD
2113
WFA of San Diego
California
$127K
DE
2114
DV Equities
Illinois
$127K
TPBG
2115
Turning Point Benefit Group
Maryland
$127K
WB
2116
Webster Bank
Connecticut
$124K
HCMG
2117
Howard Capital Management Group
California
$123K
WA
2118
WPG Advisers
Maryland
$122K
AWA
2119
Acumen Wealth Advisors
Tennessee
$122K
DCBT
2120
Dakota Community Bank & Trust
North Dakota
$122K
MCP
2121
Miller Capital Partners
Michigan
$121K
PSB
2122
Piscataqua Savings Bank
New Hampshire
$121K
MTIC
2123
Missouri Trust & Investment Company
Missouri
$120K
BAM
2124
Byrne Asset Management
New Jersey
$119K
CWM
2125
Copia Wealth Management
Oregon
$119K