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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
SWA
2226
SOA Wealth Advisors
New York
$24.4K
MA
2227
Modus Advisors
Minnesota
$24K
AFC
2228
Ares Financial Consulting
California
$23.4K
SC
2229
Swan Capital
Florida
$23.4K
DRS
2230
Deane Retirement Strategies
Louisiana
$23.1K
STB
2231
S&T Bank
Pennsylvania
$23K
PWM
2232
Proathlete Wealth Management
Florida
$22.9K
MEG
2233
Millstone Evans Group
Colorado
$22.7K
LP
2234
LMR Partners
United Kingdom
$22.6K
FFL
2235
Financial Freedom LLC
Ohio
$22.5K
DF
2236
Dunhill Financial
United Kingdom
$22.5K
SC
2237
Solstein Capital
California
$22.3K
DIP
2238
DT Investment Partners
Pennsylvania
$22.3K
MAS
2239
MPWM Advisory Solutions
Georgia
$21.9K
OWP
2240
ORG Wealth Partners
Texas
$21.8K
ACA
2241
American Capital Advisory
Idaho
$21.4K
1NWS
2242
1 North Wealth Services
Maryland
$21.4K
AW
2243
Ankerstar Wealth
Texas
$21.4K
TCM
2244
TD Capital Management
Tennessee
$21.3K
GWM
2245
Greenline Wealth Management
Florida
$21.3K
FCG
2246
Financial Connections Group
California
$21K
CH
2247
CDKV Holdings
Colorado
$20.9K
MWM
2248
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2249
Highline Wealth Partners
California
$20.4K
EC
2250
Elequin Capital
New York
$20.4K