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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
TCM
2276
TD Capital Management
Tennessee
$21.3K
GWM
2277
Greenline Wealth Management
Florida
$21.3K
FCG
2278
Financial Connections Group
California
$21K
CH
2279
CDKV Holdings
Colorado
$20.9K
MWM
2280
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2281
Highline Wealth Partners
California
$20.4K
EC
2282
Elequin Capital
New York
$20.4K
JGCM
2283
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2285
Valley Wealth Managers
New Jersey
$20K
BA
2286
Blueline Advisors
New Hampshire
$19.9K
SRCM
2287
Signature Resources Capital Management
California
$19.8K
EP
2288
Essential Partners
California
$19.6K
HHMI
2289
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2290
DHJJ Financial Advisors
Illinois
$19.3K
RS
2291
Rakuten Securities
Japan
$19.3K
WAG
2292
Wiser Advisor Group
Arizona
$18.7K
OCM
2293
Orion Capital Management
California
$18.6K
SA
2294
SRH Advisors
Kansas
$18.2K
MCM
2295
MidAtlantic Capital Management
Virginia
$18.2K
PIS
2296
POM Investment Strategies
North Carolina
$17.6K
OC
2297
Optima Capital
Oregon
$17.5K
RWPA
2298
Richard W. Paul & Associates
Michigan
$17.5K
RAM
2299
Ramirez Asset Management
New York
$16.9K
KG
2300
Kilter Group
New York
$16.6K