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Duke Energy

2,372 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 242 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,372
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
Simplex Trading
2151
Simplex Trading
Illinois
$73K
NMG
2152
New Millennium Group
Utah
$70.8K
S
2153
Sachetta
Massachusetts
$70.6K
IRC
2154
Investors Research Corp
Georgia
$70.3K
1M
2155
1248 Management
Missouri
$68.8K
LFA
2156
LGT Financial Advisors
Texas
$67.3K
FGA
2157
Fortis Group Advisors
New Jersey
$66.8K
BW
2158
Basepoint Wealth
Iowa
$66.6K
FWA
2159
Flagship Wealth Advisors
Massachusetts
$66K
BGAI
2160
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2161
Murphy & Mullick Capital Management
New York
$65.7K
CCM
2162
Chilton Capital Management
Texas
$65.6K
CA
2163
Centerpoint Advisors
Massachusetts
$65K
GWP
2164
Gen-Wealth Partners
Michigan
$64.1K
M
2165
MOTCO
Texas
$61.1K
FDCP
2166
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2167
DV Trading
Illinois
$59.7K
PCTC
2168
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2169
Western Pacific Wealth Management
Illinois
$59K
HSA
2170
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2171
Lummis Asset Management
Texas
$58.6K
CTWM
2172
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2173
FWL Investment Management
Texas
$58K
FIA
2174
FNY Investment Advisers
New York
$58K
BTD
2175
BankPlus Trust Department
Mississippi
$57.9K