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Duke Energy

2,338 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 997 increasing their positions, 816 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,338
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
PSFG
2251
Park Square Financial Group
Georgia
$16.5K
HNW
2252
High Note Wealth
Minnesota
$16.2K
FFA
2253
Frazier Financial Advisors
Ohio
$16.1K
ETS
2254
ESL Trust Services
New York
$15.4K
CIAS
2255
CBIZ Investment Advisory Services
Ohio
$15.2K
SFAM
2256
Sawyer Falduto Asset Management
Illinois
$15.1K
ECA
2257
Elevated Capital Advisors
Utah
$14.1K
CAM
2258
Chesapeake Asset Management
New York
$13.9K
TWD
2259
True Wealth Design
Ohio
$13.8K
CJ
2260
Caitlin John
Michigan
$13.6K
JSAM
2261
J. Safra Asset Management
New York
$12.9K
APW
2262
Acima Private Wealth
Virginia
$12.9K
RTL
2263
Red Tortoise LLC
Georgia
$12.8K
IWP
2264
IAG Wealth Partners
Wisconsin
$12.7K
IW
2265
Imprint Wealth
South Carolina
$12.5K
CAC
2266
Core Alternative Capital
Georgia
$12.2K
CFP
2267
Comprehensive Financial Planning
Pennsylvania
$12.2K
W
2268
WealthCollab
Washington
$12K
GPI
2269
General Partner Inc
Pennsylvania
$11.8K
LC
2270
Lavaca Capital
Texas
$11.7K
MWA
2271
Miller Wealth Advisors
Colorado
$11.7K
GK
2272
Graney & King
New York
$11.7K
EI
2273
EFG International
$11.7K
BGC
2274
Beutel, Goodman & Co
Ontario, Canada
$11K
GAAM
2275
Guinness Atkinson Asset Management
California
$10.9K