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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 1,006 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%69.1% (+0.67%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.93B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
2,373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
DIP
2251
DT Investment Partners
Pennsylvania
$22.3K
MAS
2252
MPWM Advisory Solutions
Georgia
$21.9K
OWP
2253
ORG Wealth Partners
Texas
$21.8K
ACA
2254
American Capital Advisory
Idaho
$21.4K
1NWS
2255
1 North Wealth Services
Maryland
$21.4K
AW
2256
Ankerstar Wealth
Texas
$21.4K
TCM
2257
TD Capital Management
Tennessee
$21.3K
GWM
2258
Greenline Wealth Management
Florida
$21.3K
FCG
2259
Financial Connections Group
California
$21K
CH
2260
CDKV Holdings
Colorado
$20.9K
MWM
2261
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2262
Highline Wealth Partners
California
$20.4K
EC
2263
Elequin Capital
New York
$20.4K
JGCM
2264
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2266
Valley Wealth Managers
New Jersey
$20K
BA
2267
Blueline Advisors
New Hampshire
$19.9K
SRCM
2268
Signature Resources Capital Management
California
$19.8K
HHMI
2269
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2270
DHJJ Financial Advisors
Illinois
$19.3K
RS
2271
Rakuten Securities
Japan
$19.3K
WAG
2272
Wiser Advisor Group
Arizona
$18.7K
OCM
2273
Orion Capital Management
California
$18.6K
SA
2274
SRH Advisors
Kansas
$18.2K
MCM
2275
MidAtlantic Capital Management
Virginia
$18.2K