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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
MFT
2126
Moisand Fitzgerald Tamayo
Florida
$89.4K
LIA
2127
Luken Investment Analytics
Tennessee
$85.1K
LI
2128
LRI Investments
Florida
$84.7K
IRAG
2129
Investment Research & Advisory Group
Georgia
$84.3K
KFA
2130
Kelleher Financial Advisors
New York
$83.6K
GA
2131
GoalVest Advisory
New York
$82.6K
PP
2132
PFS Partners
New Jersey
$79.1K
EDRH
2133
Edmond de Rothschild Holding
Switzerland
$78.2K
CFG
2134
Chapman Financial Group
Hawaii
$76.7K
HFM
2135
Hartford Financial Management
Connecticut
$75.2K
KFAS
2136
Keating Financial Advisory Services
Kansas
$74.9K
JGIA
2137
Jackson Grant Investment Advisers
Connecticut
$74.5K
RFP
2138
Root Financial Partners
California
$74.1K
WSCM
2139
Wellington Shields Capital Management
New York
$73.8K
Simplex Trading
2140
Simplex Trading
Illinois
$73K
NMG
2141
New Millennium Group
Utah
$70.8K
S
2142
Sachetta
Massachusetts
$70.6K
IRC
2143
Investors Research Corp
Georgia
$70.3K
1M
2144
1248 Management
Missouri
$68.8K
LFA
2145
LGT Financial Advisors
Texas
$67.3K
FGA
2146
Fortis Group Advisors
New Jersey
$66.8K
BW
2147
Basepoint Wealth
Iowa
$66.6K
FWA
2148
Flagship Wealth Advisors
Massachusetts
$66K
BGAI
2149
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2150
Murphy & Mullick Capital Management
New York
$65.7K