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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
CCM
2151
Chilton Capital Management
Texas
$65.6K
CA
2152
Centerpoint Advisors
Massachusetts
$65K
GWP
2153
Gen-Wealth Partners
Michigan
$64.1K
M
2154
MOTCO
Texas
$61.1K
FDCP
2155
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2156
DV Trading
Illinois
$59.7K
PCTC
2157
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2158
Western Pacific Wealth Management
Illinois
$59K
HSA
2159
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2160
Lummis Asset Management
Texas
$58.6K
CTWM
2161
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2162
FWL Investment Management
Texas
$58K
FIA
2163
FNY Investment Advisers
New York
$58K
BTD
2164
BankPlus Trust Department
Mississippi
$57.9K
CNBT
2165
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2166
Covestor
United Kingdom
$57K
TC
2167
Trust Company
Kansas
$56.5K
BWAM
2168
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2169
Kemnay Advisory Services
New York
$53.6K
WWA
2170
Wealth Watch Advisors
Colorado
$53K
TFGT
2171
TS Financial Group (TSFG)
Illinois
$52K
WETS
2172
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2173
Pin Oak Investment Advisors
Texas
$51K
HCM
2174
Horrell Capital Management
Arkansas
$50.3K
DAM
2175
Delta Asset Management
Tennessee
$47K