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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
HCM
2201
Horrell Capital Management
Arkansas
$50.3K
DAM
2202
Delta Asset Management
Tennessee
$47K
MS
2203
Monetary Solutions
Ohio
$47K
HI
2204
Hoey Investments
Pennsylvania
$46.9K
ATC
2205
Advantage Trust Company
Kansas
$46.8K
KCM
2206
Key Capital Management
Tennessee
$46.1K
ACM
2207
Anfield Capital Management
California
$44.4K
BAM
2208
Bellevue Asset Management
Washington
$43.8K
MCA
2209
Midwest Capital Advisors
Michigan
$43.4K
WA
2210
Walsh & Associates
Florida
$42.4K
1IA
2211
1620 Investment Advisors
Massachusetts
$41.4K
TFM
2212
TFC Financial Management
Massachusetts
$41.4K
TFA
2213
Toth Financial Advisory
Virginia
$41.1K
NWM
2214
Nova Wealth Management
Florida
$41K
FCT
2215
First Community Trust
Iowa
$40.8K
RPA
2216
Redwood Park Advisors
California
$40.1K
CH
2217
Canton Hathaway
Rhode Island
$38.8K
OW
2218
Olistico Wealth
Oklahoma
$38.3K
LWMI
2219
Legacy Wealth Management (Idaho)
Idaho
$38K
AF
2220
Abound Financial
California
$37.9K
T
2221
Tidemark
California
$36.3K
CFS
2222
CGC Financial Services
Oregon
$36.1K
AIS
2223
Advocate Investing Services
Maryland
$35.9K
MAM
2224
Meeder Asset Management
Ohio
$35.6K
PWM
2225
Peck Wealth Management
New York
$35.2K