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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
JFA
2251
JNBA Financial Advisors
Minnesota
$26.1K
BCPWM
2252
Bradley & Co Private Wealth Management
Florida
$26K
FNWA
2253
Financial Network Wealth Advisors
Utah
$25.8K
DCM
2254
Dorato Capital Management
Colorado
$25.6K
EWM
2255
Evolution Wealth Management
Florida
$25.6K
BCM
2256
Basso Capital Management
Connecticut
$24.8K
SWA
2257
SOA Wealth Advisors
New York
$24.4K
NL
2258
NorthAvenue LLC
Ohio
$24.1K
MA
2259
Modus Advisors
Minnesota
$24K
AFC
2260
Ares Financial Consulting
California
$23.4K
SC
2261
Swan Capital
Florida
$23.4K
DRS
2262
Deane Retirement Strategies
Louisiana
$23.1K
STB
2263
S&T Bank
Pennsylvania
$23K
PWM
2264
Proathlete Wealth Management
Florida
$22.9K
MEG
2265
Millstone Evans Group
Colorado
$22.7K
LP
2266
LMR Partners
United Kingdom
$22.6K
FFL
2267
Financial Freedom LLC
Ohio
$22.5K
DF
2268
Dunhill Financial
United Kingdom
$22.5K
DIP
2269
DT Investment Partners
Pennsylvania
$22.3K
SC
2270
Solstein Capital
California
$22.3K
MAS
2271
MPWM Advisory Solutions
Georgia
$21.9K
OWP
2272
ORG Wealth Partners
Texas
$21.8K
ACA
2273
American Capital Advisory
Idaho
$21.4K
1NWS
2274
1 North Wealth Services
Maryland
$21.4K
AW
2275
Ankerstar Wealth
Texas
$21.4K