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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
WSCM
2151
Wellington Shields Capital Management
New York
$73.8K
Simplex Trading
2152
Simplex Trading
Illinois
$73K
NMG
2153
New Millennium Group
Utah
$70.8K
S
2154
Sachetta
Massachusetts
$70.6K
IRC
2155
Investors Research Corp
Georgia
$70.3K
1M
2156
1248 Management
Missouri
$68.8K
LFA
2157
LGT Financial Advisors
Texas
$67.3K
FGA
2158
Fortis Group Advisors
New Jersey
$66.8K
BW
2159
Basepoint Wealth
Iowa
$66.6K
FWA
2160
Flagship Wealth Advisors
Massachusetts
$66K
BGAI
2161
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2162
Murphy & Mullick Capital Management
New York
$65.7K
CCM
2163
Chilton Capital Management
Texas
$65.6K
CA
2164
Centerpoint Advisors
Massachusetts
$65K
GWP
2165
Gen-Wealth Partners
Michigan
$64.1K
M
2166
MOTCO
Texas
$61.1K
FDCP
2167
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2168
DV Trading
Illinois
$59.7K
PCTC
2169
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2170
Western Pacific Wealth Management
Illinois
$59K
HSA
2171
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2172
Lummis Asset Management
Texas
$58.6K
CTWM
2173
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2174
FWL Investment Management
Texas
$58K
FIA
2175
FNY Investment Advisers
New York
$58K