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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
PMFA
2126
Plante Moran Financial Advisors
Michigan
$119K
CCA
2127
Catalyst Capital Advisors
New York
$118K
GTAM
2128
Global Trust Asset Management
Florida
$118K
WA
2129
Whipplewood Advisors
Colorado
$116K
GAM
2130
Guinness Asset Management
United Kingdom
$116K
ADL
2131
Asset Dedication LLC
California
$114K
BSB
2132
Bangor Savings Bank
Maine
$114K
APW
2133
Aventura Private Wealth
Florida
$114K
CAL
2134
Capital Advisors Ltd
Ohio
$111K
TAM
2135
Tucker Asset Management
Colorado
$111K
CMBA
2136
C.M. Bidwell & Associates
Hawaii
$110K
AF
2137
Avanza Fonder
Sweden
$109K
PP
2138
Pacifica Partners
Canada
$107K
GIA
2139
GHP Investment Advisors
Colorado
$107K
TFIPS
2140
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
KFI
2141
Key Financial Inc
Pennsylvania
$103K
CMP
2142
Coston McIsaac & Partners
Maine
$102K
MWPCG
2143
Measured Wealth Private Client Group
New Hampshire
$101K
GKIM
2144
GW&K Investment Management
Massachusetts
$101K
HIIFS
2145
Harel Insurance Investments & Financial Services
Israel
$99K
BHWM
2146
Beaird Harris Wealth Management
Texas
$97.3K
ACM
2147
Aquatic Capital Management
Illinois
$96.1K
TTIC
2148
Tower Trust & Investment Company
Iowa
$96K
TM
2149
Torren Management
California
$95.4K
GWSA
2150
Global Wealth Strategies & Associates
Colorado
$94.6K