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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
KFAS
2151
Keating Financial Advisory Services
Kansas
$74.9K
JGIA
2152
Jackson Grant Investment Advisers
Connecticut
$74.5K
RFP
2153
Root Financial Partners
California
$74.1K
WSCM
2154
Wellington Shields Capital Management
New York
$73.8K
Simplex Trading
2155
Simplex Trading
Illinois
$73K
NMG
2156
New Millennium Group
Utah
$70.8K
S
2157
Sachetta
Massachusetts
$70.6K
IRC
2158
Investors Research Corp
Georgia
$70.3K
1M
2159
1248 Management
Missouri
$68.8K
LFA
2160
LGT Financial Advisors
Texas
$67.3K
FGA
2161
Fortis Group Advisors
New Jersey
$66.8K
BW
2162
Basepoint Wealth
Iowa
$66.6K
FWA
2163
Flagship Wealth Advisors
Massachusetts
$66K
BGAI
2164
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2165
Murphy & Mullick Capital Management
New York
$65.7K
CCM
2166
Chilton Capital Management
Texas
$65.6K
CA
2167
Centerpoint Advisors
Massachusetts
$65K
GWP
2168
Gen-Wealth Partners
Michigan
$64.1K
M
2169
MOTCO
Texas
$61.1K
FDCP
2170
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2171
DV Trading
Illinois
$59.7K
PCTC
2172
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2173
Western Pacific Wealth Management
Illinois
$59K
HSA
2174
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2175
Lummis Asset Management
Texas
$58.6K