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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
BGAI
2176
Bruce G. Allen Investments
Colorado
$65.9K
MMCM
2177
Murphy & Mullick Capital Management
New York
$65.7K
CCM
2178
Chilton Capital Management
Texas
$65.6K
CA
2179
Centerpoint Advisors
Massachusetts
$65K
GWP
2180
Gen-Wealth Partners
Michigan
$64.1K
M
2181
MOTCO
Texas
$61.1K
FDCP
2182
Foster Dykema Cabot & Partners
Massachusetts
$60K
DT
2183
DV Trading
Illinois
$59.7K
PCTC
2184
Perkins Coie Trust Company
Washington
$59.4K
WPWM
2185
Western Pacific Wealth Management
Illinois
$59K
HSA
2186
Hussman Strategic Advisors
Maryland
$58.6K
LAM
2187
Lummis Asset Management
Texas
$58.6K
CTWM
2188
Cherry Tree Wealth Management
Minnesota
$58.1K
FIM
2189
FWL Investment Management
Texas
$58K
FIA
2190
FNY Investment Advisers
New York
$58K
BTD
2191
BankPlus Trust Department
Mississippi
$57.9K
CNBT
2192
Cornerstone National Bank & Trust
Illinois
$57.1K
C
2193
Covestor
United Kingdom
$57K
TC
2194
Trust Company
Kansas
$56.5K
BWAM
2195
Boyd Watterson Asset Management
Ohio
$56.1K
KAS
2196
Kemnay Advisory Services
New York
$53.6K
WWA
2197
Wealth Watch Advisors
Colorado
$53K
TFGT
2198
TS Financial Group (TSFG)
Illinois
$52K
WETS
2199
Wealth Enhancement Trust Services
South Dakota
$51.9K
POIA
2200
Pin Oak Investment Advisors
Texas
$51K