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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
HCMG
2101
Howard Capital Management Group
California
$123K
WA
2102
WPG Advisers
Maryland
$122K
AWA
2103
Acumen Wealth Advisors
Tennessee
$122K
DCBT
2104
Dakota Community Bank & Trust
North Dakota
$122K
MCP
2105
Miller Capital Partners
Michigan
$121K
PSB
2106
Piscataqua Savings Bank
New Hampshire
$121K
MTIC
2107
Missouri Trust & Investment Company
Missouri
$120K
BAM
2108
Byrne Asset Management
New Jersey
$119K
CWM
2109
Copia Wealth Management
Oregon
$119K
PMFA
2110
Plante Moran Financial Advisors
Michigan
$119K
CCA
2111
Catalyst Capital Advisors
New York
$118K
GTAM
2112
Global Trust Asset Management
Florida
$118K
WA
2113
Whipplewood Advisors
Colorado
$116K
GAM
2114
Guinness Asset Management
United Kingdom
$116K
ADL
2115
Asset Dedication LLC
California
$114K
BSB
2116
Bangor Savings Bank
Maine
$114K
APW
2117
Aventura Private Wealth
Florida
$114K
CAL
2118
Capital Advisors Ltd
Ohio
$111K
TAM
2119
Tucker Asset Management
Colorado
$111K
CMBA
2120
C.M. Bidwell & Associates
Hawaii
$110K
AF
2121
Avanza Fonder
Sweden
$109K
PP
2122
Pacifica Partners
Canada
$107K
GIA
2123
GHP Investment Advisors
Colorado
$107K
TFIPS
2124
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
KFI
2125
Key Financial Inc
Pennsylvania
$103K