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Duke Energy

2,338 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 997 increasing their positions, 816 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,338
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
TC
2151
Trust Company
Kansas
$56.5K
BWAM
2152
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2153
Kemnay Advisory Services
New York
$53.6K
WWA
2154
Wealth Watch Advisors
Colorado
$53K
TFGT
2155
TS Financial Group (TSFG)
Illinois
$52K
WETS
2156
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2157
Pin Oak Investment Advisors
Texas
$51K
HCM
2158
Horrell Capital Management
Arkansas
$50.3K
DAM
2159
Delta Asset Management
Tennessee
$47K
MSL
2160
Monetary Solutions, Ltd
Ohio
$47K
HI
2161
Hoey Investments
Pennsylvania
$46.9K
ATC
2162
Advantage Trust Company
Kansas
$46.8K
KCM
2163
Key Capital Management
Tennessee
$46.1K
ACM
2164
Anfield Capital Management
California
$44.4K
BAM
2165
Bellevue Asset Management
Washington
$43.8K
MCA
2166
Midwest Capital Advisors
Michigan
$43.4K
1IA
2167
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2168
TFC Financial Management
Massachusetts
$41.4K
TFA
2169
Toth Financial Advisory
Virginia
$41.1K
NWM
2170
Nova Wealth Management
Florida
$41K
FCT
2171
First Community Trust
Iowa
$40.8K
RPA
2172
Redwood Park Advisors
California
$40.1K
CH
2173
Canton Hathaway
Rhode Island
$38.8K
OW
2174
Olistico Wealth
Oklahoma
$38.3K
LWMI
2175
Legacy Wealth Management (Idaho)
Idaho
$38K