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Duke Energy

2,338 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 997 increasing their positions, 816 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,338
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
NWMP
2201
Noble Wealth Management PBC
Colorado
$27.3K
TCM
2202
Triumph Capital Management
Colorado
$27K
SA
2203
Strategic Advocates
Utah
$26.4K
JFA
2204
JNBA Financial Advisors
Minnesota
$26.1K
BCPWM
2205
Bradley & Co Private Wealth Management
Florida
$26K
FNWA
2206
Financial Network Wealth Advisors
Utah
$25.8K
DCM
2207
Dorato Capital Management
Colorado
$25.6K
EWM
2208
Evolution Wealth Management
Florida
$25.6K
BCM
2209
Basso Capital Management
Connecticut
$24.8K
SWA
2210
SOA Wealth Advisors
New York
$24.4K
MA
2211
Modus Advisors
Minnesota
$24K
AFC
2212
Ares Financial Consulting
California
$23.4K
SC
2213
Swan Capital
Florida
$23.4K
DRS
2214
Deane Retirement Strategies
Louisiana
$23.1K
STB
2215
S&T Bank
Pennsylvania
$23K
PWM
2216
Proathlete Wealth Management
Florida
$22.9K
MEG
2217
Millstone Evans Group
Colorado
$22.7K
LP
2218
LMR Partners
United Kingdom
$22.6K
FFL
2219
Financial Freedom LLC
Ohio
$22.5K
DF
2220
Dunhill Financial
United Kingdom
$22.5K
SC
2221
Solstein Capital
California
$22.3K
DIP
2222
DT Investment Partners
Pennsylvania
$22.3K
MAS
2223
MPWM Advisory Solutions
Georgia
$21.9K
OWP
2224
ORG Wealth Partners
Texas
$21.8K
ACA
2225
American Capital Advisory
Idaho
$21.4K