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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
CAM
2276
Chesapeake Asset Management
New York
$13.9K
TWD
2277
True Wealth Design
Ohio
$13.8K
CJ
2278
Caitlin John
Michigan
$13.6K
JSAM
2279
J. Safra Asset Management
New York
$12.9K
APW
2280
Acima Private Wealth
Virginia
$12.9K
RTL
2281
Red Tortoise LLC
Georgia
$12.8K
IWP
2282
IAG Wealth Partners
Wisconsin
$12.7K
IW
2283
Imprint Wealth
South Carolina
$12.5K
CAC
2284
Core Alternative Capital
Georgia
$12.2K
CFP
2285
Comprehensive Financial Planning
Pennsylvania
$12.2K
W
2286
WealthCollab
Washington
$12K
GPI
2287
General Partner Inc
Pennsylvania
$11.8K
LC
2288
Lavaca Capital
Texas
$11.7K
MWA
2289
Miller Wealth Advisors
Colorado
$11.7K
GK
2290
Graney & King
New York
$11.7K
EI
2291
EFG International
$11.7K
BGC
2292
Beutel, Goodman & Co
Ontario, Canada
$11K
GAAM
2293
Guinness Atkinson Asset Management
California
$10.9K
MPW
2294
MASECO Private Wealth
$10.9K
CFS
2295
Compass Financial Services
Iowa
$10.9K
EF
2296
Entrust Financial
Pennsylvania
$10.7K
DCM
2297
Davis Capital Management
Florida
$10.7K
WA
2298
WestEnd Advisors
North Carolina
$10.4K
RIAS
2299
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2300
Wilkerson Advisory Group
Missouri
$10.1K