DUK icon

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
MPW
2276
MASECO Private Wealth
$10.9K
EF
2277
Entrust Financial
Pennsylvania
$10.7K
DCM
2278
Davis Capital Management
Florida
$10.7K
WA
2279
WestEnd Advisors
North Carolina
$10.4K
RIAS
2280
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2281
Wilkerson Advisory Group
Missouri
$10.1K
DCM
2282
Davidson Capital Management
Texas
$9.26K
BFP
2283
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2284
USAdvisors Wealth Management
Minnesota
$9K
CMA
2285
Cedar Mountain Advisors
Oregon
$8.79K
AP
2286
Aspect Partners
Virginia
$8.56K
RG
2287
RHL Group
Michigan
$8.44K
IPS
2288
Investors Portfolio Services
Washington
$8.18K
SA
2289
Seneschal Advisors
Washington
$7.62K
MCI
2290
MRP Capital Investments
Georgia
$7.38K
AWM
2291
Activest Wealth Management
Florida
$7.38K
PCM
2292
Penserra Capital Management
California
$7K
LB
2293
Legacy Bridge
Iowa
$6.56K
IAS
2294
IMA Advisory Services
Colorado
$6.56K
SHIM
2295
Stone House Investment Management
Pennsylvania
$6.45K
T
2296
Transce3nd
Texas
$6.01K
GFL
2297
Granite FO LLC
New Hampshire
$5.86K
AWM
2298
Ameliora Wealth Management
Switzerland
$5.86K
CWP
2299
Clark Wealth Partners
Illinois
$5.86K
BHWM
2300
Bay Harbor Wealth Management
Maryland
$5.63K