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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
KFI
2126
Key Financial Inc
Pennsylvania
$103K
CMP
2127
Coston McIsaac & Partners
Maine
$102K
MWPCG
2128
Measured Wealth Private Client Group
New Hampshire
$101K
GKIM
2129
GW&K Investment Management
Massachusetts
$101K
HIIFS
2130
Harel Insurance Investments & Financial Services
Israel
$99K
BHWM
2131
Beaird Harris Wealth Management
Texas
$97.3K
ACM
2132
Aquatic Capital Management
Illinois
$96.1K
TTIC
2133
Tower Trust & Investment Company
Iowa
$96K
TM
2134
Torren Management
California
$95.4K
GWSA
2135
Global Wealth Strategies & Associates
Colorado
$94.6K
LI
2136
Louisbourg Investments
New Brunswick, Canada
$93.8K
SIC
2137
SJS Investment Consulting
Ohio
$93.3K
MFT
2138
Moisand Fitzgerald Tamayo
Florida
$89.4K
LIA
2139
Luken Investment Analytics
Tennessee
$85.1K
LI
2140
LRI Investments
Florida
$84.7K
IRAG
2141
Investment Research & Advisory Group
Georgia
$84.3K
KFA
2142
Kelleher Financial Advisors
New York
$83.6K
GA
2143
GoalVest Advisory
New York
$82.6K
PP
2144
PFS Partners
New Jersey
$79.1K
EDRH
2145
Edmond de Rothschild Holding
Switzerland
$78.2K
CFG
2146
Chapman Financial Group
Hawaii
$76.7K
HFM
2147
Hartford Financial Management
Connecticut
$75.2K
KFAS
2148
Keating Financial Advisory Services
Kansas
$74.9K
JGIA
2149
Jackson Grant Investment Advisers
Connecticut
$74.5K
RFP
2150
Root Financial Partners
California
$74.1K