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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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:

0.67% more ownership

Funds ownership: 68.44%69.11% (+0.67%)

4% less capital invested

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

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
PP
2126
Pacifica Partners
Canada
$107K
GIA
2127
GHP Investment Advisors
Colorado
$107K
TFIPS
2128
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
KFI
2129
Key Financial Inc
Pennsylvania
$103K
CMP
2130
Coston McIsaac & Partners
Maine
$102K
MWPCG
2131
Measured Wealth Private Client Group
New Hampshire
$101K
GKIM
2132
GW&K Investment Management
Massachusetts
$101K
HIIFS
2133
Harel Insurance Investments & Financial Services
Israel
$99K
BHWM
2134
Beaird Harris Wealth Management
Texas
$97.3K
ACM
2135
Aquatic Capital Management
Illinois
$96.1K
TTIC
2136
Tower Trust & Investment Company
Iowa
$96K
TM
2137
Torren Management
California
$95.4K
GWSA
2138
Global Wealth Strategies & Associates
Colorado
$94.6K
LI
2139
Louisbourg Investments
New Brunswick, Canada
$93.8K
SIC
2140
SJS Investment Consulting
Ohio
$93.3K
MFT
2141
Moisand Fitzgerald Tamayo
Florida
$89.4K
LIA
2142
Luken Investment Analytics
Tennessee
$85.1K
LI
2143
LRI Investments
Florida
$84.7K
IRAG
2144
Investment Research & Advisory Group
Georgia
$84.3K
KFA
2145
Kelleher Financial Advisors
New York
$83.6K
GA
2146
GoalVest Advisory
New York
$82.6K
PP
2147
PFS Partners
New Jersey
$79.1K
EDRH
2148
Edmond de Rothschild Holding
Switzerland
$78.2K
CFG
2149
Chapman Financial Group
Hawaii
$76.7K
HFM
2150
Hartford Financial Management
Connecticut
$75.2K