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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
CTWM
2176
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2177
FWL Investment Management
Texas
$58K
FIA
2178
FNY Investment Advisers
New York
$58K
BTD
2179
BankPlus Trust Department
Mississippi
$57.9K
CNBT
2180
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2181
Covestor
United Kingdom
$57K
TC
2182
Trust Company
Kansas
$56.5K
BWAM
2183
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2184
Kemnay Advisory Services
New York
$53.6K
WWA
2185
Wealth Watch Advisors
Colorado
$53K
TFGT
2186
TS Financial Group (TSFG)
Illinois
$52K
WETS
2187
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2188
Pin Oak Investment Advisors
Texas
$51K
HCM
2189
Horrell Capital Management
Arkansas
$50.3K
DAM
2190
Delta Asset Management
Tennessee
$47K
MS
2191
Monetary Solutions
Ohio
$47K
HI
2192
Hoey Investments
Pennsylvania
$46.9K
ATC
2193
Advantage Trust Company
Kansas
$46.8K
KCM
2194
Key Capital Management
Tennessee
$46.1K
ACM
2195
Anfield Capital Management
California
$44.4K
BAM
2196
Bellevue Asset Management
Washington
$43.8K
MCA
2197
Midwest Capital Advisors
Michigan
$43.4K
1IA
2198
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2199
TFC Financial Management
Massachusetts
$41.4K
TFA
2200
Toth Financial Advisory
Virginia
$41.1K