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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
RWPA
2276
Richard W. Paul & Associates
Michigan
$17.5K
RAM
2277
Ramirez Asset Management
New York
$16.9K
KG
2278
Kilter Group
New York
$16.6K
PSFG
2279
Park Square Financial Group
Georgia
$16.5K
HNW
2280
High Note Wealth
Minnesota
$16.2K
FFA
2281
Frazier Financial Advisors
Ohio
$16.1K
ETS
2282
ESL Trust Services
New York
$15.4K
CIAS
2283
CBIZ Investment Advisory Services
Ohio
$15.2K
SFAM
2284
Sawyer Falduto Asset Management
Illinois
$15.1K
SG
2285
Sankala Group
Colorado
$14.7K
ECA
2286
Elevated Capital Advisors
Utah
$14.1K
CAM
2287
Chesapeake Asset Management
New York
$13.9K
TWD
2288
True Wealth Design
Ohio
$13.8K
CJ
2289
Caitlin John
Michigan
$13.6K
JSAM
2290
J. Safra Asset Management
New York
$12.9K
APW
2291
Acima Private Wealth
Virginia
$12.9K
RTL
2292
Red Tortoise LLC
Georgia
$12.8K
IWP
2293
IAG Wealth Partners
Wisconsin
$12.7K
IW
2294
Imprint Wealth
South Carolina
$12.5K
CAC
2295
Core Alternative Capital
Georgia
$12.2K
CFP
2296
Comprehensive Financial Planning
Pennsylvania
$12.2K
W
2297
WealthCollab
Washington
$12K
GPI
2298
General Partner Inc
Pennsylvania
$11.8K
LC
2299
Lavaca Capital
Texas
$11.7K
MWA
2300
Miller Wealth Advisors
Colorado
$11.7K