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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
MSL
2176
Monetary Solutions, Ltd
Ohio
$47K
HI
2177
Hoey Investments
Pennsylvania
$46.9K
ATC
2178
Advantage Trust Company
Kansas
$46.8K
KCM
2179
Key Capital Management
Tennessee
$46.1K
ACM
2180
Anfield Capital Management
California
$44.4K
BAM
2181
Bellevue Asset Management
Washington
$43.8K
MCA
2182
Midwest Capital Advisors
Michigan
$43.4K
1IA
2183
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2184
TFC Financial Management
Massachusetts
$41.4K
TFA
2185
Toth Financial Advisory
Virginia
$41.1K
NWM
2186
Nova Wealth Management
Florida
$41K
FCT
2187
First Community Trust
Iowa
$40.8K
RPA
2188
Redwood Park Advisors
California
$40.1K
CH
2189
Canton Hathaway
Rhode Island
$38.8K
OW
2190
Olistico Wealth
Oklahoma
$38.3K
LWMI
2191
Legacy Wealth Management (Idaho)
Idaho
$38K
AF
2192
Abound Financial
California
$37.9K
T
2193
Tidemark
California
$36.3K
CFS
2194
CGC Financial Services
Oregon
$36.1K
AIS
2195
Advocate Investing Services
Maryland
$35.9K
MAM
2196
Meeder Asset Management
Ohio
$35.6K
MCA
2197
McGuire Capital Advisors
Oklahoma
$34K
BFS
2198
Bare Financial Services
Pennsylvania
$33.9K
PWMG
2199
Prestige Wealth Management Group
New Jersey
$33.6K
PWMG
2200
Private Wealth Management Group
New Jersey
$33.5K