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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
LI
2151
Louisbourg Investments
New Brunswick, Canada
$93.8K
SIC
2152
SJS Investment Consulting
Ohio
$93.3K
MFT
2153
Moisand Fitzgerald Tamayo
Florida
$89.4K
LIA
2154
Luken Investment Analytics
Tennessee
$85.1K
LI
2155
LRI Investments
Florida
$84.7K
IRAG
2156
Investment Research & Advisory Group
Georgia
$84.3K
KFA
2157
Kelleher Financial Advisors
New York
$83.6K
GA
2158
GoalVest Advisory
New York
$82.6K
PP
2159
PFS Partners
New Jersey
$79.1K
EDRH
2160
Edmond de Rothschild Holding
Switzerland
$78.2K
CFG
2161
Chapman Financial Group
Hawaii
$76.7K
HFM
2162
Hartford Financial Management
Connecticut
$75.2K
KFAS
2163
Keating Financial Advisory Services
Kansas
$74.9K
JGIA
2164
Jackson Grant Investment Advisers
Connecticut
$74.5K
RFP
2165
Root Financial Partners
California
$74.1K
WSCM
2166
Wellington Shields Capital Management
New York
$73.8K
Simplex Trading
2167
Simplex Trading
Illinois
$73K
NMG
2168
New Millennium Group
Utah
$70.8K
S
2169
Sachetta
Massachusetts
$70.6K
IRC
2170
Investors Research Corp
Georgia
$70.3K
1M
2171
1248 Management
Missouri
$68.8K
LFA
2172
LGT Financial Advisors
Texas
$67.3K
FGA
2173
Fortis Group Advisors
New Jersey
$66.8K
BW
2174
Basepoint Wealth
Iowa
$66.6K
FWA
2175
Flagship Wealth Advisors
Massachusetts
$66K