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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
FFL
2251
Financial Freedom LLC
Ohio
$22.5K
DF
2252
Dunhill Financial
United Kingdom
$22.5K
SC
2253
Solstein Capital
California
$22.3K
DIP
2254
DT Investment Partners
Pennsylvania
$22.3K
MAS
2255
MPWM Advisory Solutions
Georgia
$21.9K
OWP
2256
ORG Wealth Partners
Texas
$21.8K
ACA
2257
American Capital Advisory
Idaho
$21.4K
1NWS
2258
1 North Wealth Services
Maryland
$21.4K
AW
2259
Ankerstar Wealth
Texas
$21.4K
TCM
2260
TD Capital Management
Tennessee
$21.3K
GWM
2261
Greenline Wealth Management
Florida
$21.3K
FCG
2262
Financial Connections Group
California
$21K
CH
2263
CDKV Holdings
Colorado
$20.9K
MWM
2264
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2265
Highline Wealth Partners
California
$20.4K
EC
2266
Elequin Capital
New York
$20.4K
JGCM
2267
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2269
Valley Wealth Managers
New Jersey
$20K
BA
2270
Blueline Advisors
New Hampshire
$19.9K
SRCM
2271
Signature Resources Capital Management
California
$19.8K
HHMI
2272
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2273
DHJJ Financial Advisors
Illinois
$19.3K
RS
2274
Rakuten Securities
Japan
$19.3K
WAG
2275
Wiser Advisor Group
Arizona
$18.7K