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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
JGCM
2251
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2252
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2253
Valley Wealth Managers
New Jersey
$20K
BA
2254
Blueline Advisors
New Hampshire
$19.9K
SRCM
2255
Signature Resources Capital Management
California
$19.8K
HHMI
2256
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2257
DHJJ Financial Advisors
Illinois
$19.3K
RS
2258
Rakuten Securities
Japan
$19.3K
WAG
2259
Wiser Advisor Group
Arizona
$18.7K
OCM
2260
Orion Capital Management
California
$18.6K
SA
2261
SRH Advisors
Kansas
$18.2K
MCM
2262
MidAtlantic Capital Management
Virginia
$18.2K
PIS
2263
POM Investment Strategies
North Carolina
$17.6K
OC
2264
Optima Capital
Oregon
$17.5K
RWPA
2265
Richard W. Paul & Associates
Michigan
$17.5K
RAM
2266
Ramirez Asset Management
New York
$16.9K
KG
2267
Kilter Group
New York
$16.6K
PSFG
2268
Park Square Financial Group
Georgia
$16.5K
HNW
2269
High Note Wealth
Minnesota
$16.2K
FFA
2270
Frazier Financial Advisors
Ohio
$16.1K
ETS
2271
ESL Trust Services
New York
$15.4K
CIAS
2272
CBIZ Investment Advisory Services
Ohio
$15.2K
SFAM
2273
Sawyer Falduto Asset Management
Illinois
$15.1K
SGL
2274
Sankala Group LLC
Colorado
$14.7K
ECA
2275
Elevated Capital Advisors
Utah
$14.1K