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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
DCM
2301
Davidson Capital Management
Texas
$9.26K
BFP
2302
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2303
USAdvisors Wealth Management
Minnesota
$9K
CMA
2304
Cedar Mountain Advisors
Oregon
$8.79K
AP
2305
Aspect Partners
Virginia
$8.56K
RG
2306
RHL Group
Michigan
$8.44K
IPS
2307
Investors Portfolio Services
Washington
$8.18K
SA
2308
Seneschal Advisors
Washington
$7.62K
MCI
2309
MRP Capital Investments
Georgia
$7.38K
AWM
2310
Activest Wealth Management
Florida
$7.38K
PCM
2311
Penserra Capital Management
California
$7K
LB
2312
Legacy Bridge
Iowa
$6.56K
IAS
2313
IMA Advisory Services
Colorado
$6.56K
SHIM
2314
Stone House Investment Management
Pennsylvania
$6.45K
T
2315
Transce3nd
Texas
$6.01K
GFL
2316
Granite FO LLC
New Hampshire
$5.86K
AWM
2317
Ameliora Wealth Management
Switzerland
$5.86K
CWP
2318
Clark Wealth Partners
Illinois
$5.86K
BHWM
2319
Bay Harbor Wealth Management
Maryland
$5.63K
TIM
2320
Thompson Investment Management
Wisconsin
$5.16K
PS
2321
PayPay Securities
Japan
$5.04K
EFMH
2322
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2323
Ogorek Anthony Joseph
New York
$5K
CYG
2324
Clean Yield Group
Vermont
$4.92K
QWM
2325
Quaker Wealth Management
New Jersey
$4.92K