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Duke Energy

2,376 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 1,007 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%69.11% (+0.67%)

4% less capital invested

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

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
2,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
OCM
2276
Orion Capital Management
California
$18.6K
SA
2277
SRH Advisors
Kansas
$18.2K
MCM
2278
MidAtlantic Capital Management
Virginia
$18.2K
PIS
2279
POM Investment Strategies
North Carolina
$17.6K
OC
2280
Optima Capital
Oregon
$17.5K
RWPA
2281
Richard W. Paul & Associates
Michigan
$17.5K
RAM
2282
Ramirez Asset Management
New York
$16.9K
KG
2283
Kilter Group
New York
$16.6K
PSFG
2284
Park Square Financial Group
Georgia
$16.5K
HNW
2285
High Note Wealth
Minnesota
$16.2K
FFA
2286
Frazier Financial Advisors
Ohio
$16.1K
ETS
2287
ESL Trust Services
New York
$15.4K
CIAS
2288
CBIZ Investment Advisory Services
Ohio
$15.2K
SFAM
2289
Sawyer Falduto Asset Management
Illinois
$15.1K
SG
2290
Sankala Group
Colorado
$14.7K
ECA
2291
Elevated Capital Advisors
Utah
$14.1K
CAM
2292
Chesapeake Asset Management
New York
$13.9K
TWD
2293
True Wealth Design
Ohio
$13.8K
CJ
2294
Caitlin John
Michigan
$13.6K
JSAM
2295
J. Safra Asset Management
New York
$12.9K
APW
2296
Acima Private Wealth
Virginia
$12.9K
RTL
2297
Red Tortoise LLC
Georgia
$12.8K
IWP
2298
IAG Wealth Partners
Wisconsin
$12.7K
IW
2299
Imprint Wealth
South Carolina
$12.5K
CAC
2300
Core Alternative Capital
Georgia
$12.2K