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Duke Energy

2,371 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,371
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
OWP
2251
ORG Wealth Partners
Texas
$21.8K
ACA
2252
American Capital Advisory
Idaho
$21.4K
1NWS
2253
1 North Wealth Services
Maryland
$21.4K
AW
2254
Ankerstar Wealth
Texas
$21.4K
TCM
2255
TD Capital Management
Tennessee
$21.3K
GWM
2256
Greenline Wealth Management
Florida
$21.3K
FCG
2257
Financial Connections Group
California
$21K
CH
2258
CDKV Holdings
Colorado
$20.9K
MWM
2259
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2260
Highline Wealth Partners
California
$20.4K
EC
2261
Elequin Capital
New York
$20.4K
JGCM
2262
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2264
Valley Wealth Managers
New Jersey
$20K
BA
2265
Blueline Advisors
New Hampshire
$19.9K
SRCM
2266
Signature Resources Capital Management
California
$19.8K
HHMI
2267
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2268
DHJJ Financial Advisors
Illinois
$19.3K
RS
2269
Rakuten Securities
Japan
$19.3K
WAG
2270
Wiser Advisor Group
Arizona
$18.7K
OCM
2271
Orion Capital Management
California
$18.6K
SA
2272
SRH Advisors
Kansas
$18.2K
MCM
2273
MidAtlantic Capital Management
Virginia
$18.2K
PIS
2274
POM Investment Strategies
North Carolina
$17.6K
OC
2275
Optima Capital
Oregon
$17.5K