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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
NWM
2201
Nova Wealth Management
Florida
$41K
FCT
2202
First Community Trust
Iowa
$40.8K
RPA
2203
Redwood Park Advisors
California
$40.1K
CH
2204
Canton Hathaway
Rhode Island
$38.8K
OW
2205
Olistico Wealth
Oklahoma
$38.3K
LWMI
2206
Legacy Wealth Management (Idaho)
Idaho
$38K
AF
2207
Abound Financial
California
$37.9K
T
2208
Tidemark
California
$36.3K
CFS
2209
CGC Financial Services
Oregon
$36.1K
AIS
2210
Advocate Investing Services
Maryland
$35.9K
MAM
2211
Meeder Asset Management
Ohio
$35.6K
MCA
2212
McGuire Capital Advisors
Oklahoma
$34K
BFS
2213
Bare Financial Services
Pennsylvania
$33.9K
PWMG
2214
Prestige Wealth Management Group
New Jersey
$33.6K
PWMG
2215
Private Wealth Management Group
New Jersey
$33.5K
CPG
2216
Cornerstone Planning Group
New Jersey
$33.3K
KFG
2217
Kingdom Financial Group
Arizona
$33.2K
AWM
2218
Abound Wealth Management
Tennessee
$32.9K
MSWM
2219
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K
FA
2220
Fountainhead AM
New Jersey
$32.5K
AIM
2221
Access Investment Management
Georgia
$32.4K
BIA
2222
Bell Investment Advisors
California
$30.2K
LWM
2223
Lodestone Wealth Management
Washington
$29.8K
CBT
2224
CoreFirst Bank & Trust
Kansas
$29.5K
WAS
2225
Winch Advisory Services
Wisconsin
$29.4K