DUK icon

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
CFP
2301
Comprehensive Financial Planning
Pennsylvania
$12.2K
W
2302
WealthCollab
Washington
$12K
GPI
2303
General Partner Inc
Pennsylvania
$11.8K
LC
2304
Lavaca Capital
Texas
$11.7K
GK
2305
Graney & King
New York
$11.7K
MWA
2306
Miller Wealth Advisors
Colorado
$11.7K
EI
2307
EFG International
$11.7K
BGC
2308
Beutel, Goodman & Co
Ontario, Canada
$11K
GAAM
2309
Guinness Atkinson Asset Management
California
$10.9K
MPW
2310
MASECO Private Wealth
$10.9K
CFS
2311
Compass Financial Services
Iowa
$10.9K
EF
2312
Entrust Financial
Pennsylvania
$10.7K
DCM
2313
Davis Capital Management
Florida
$10.7K
WA
2314
WestEnd Advisors
North Carolina
$10.4K
RIAS
2315
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2316
Wilkerson Advisory Group
Missouri
$10.1K
DCM
2317
Davidson Capital Management
Texas
$9.26K
BFP
2318
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2319
USAdvisors Wealth Management
Minnesota
$9K
CMA
2320
Cedar Mountain Advisors
Oregon
$8.79K
AP
2321
Aspect Partners
Virginia
$8.56K
RG
2322
RHL Group
Michigan
$8.44K
IPS
2323
Investors Portfolio Services
Washington
$8.18K
SA
2324
Seneschal Advisors
Washington
$7.62K
MCI
2325
MRP Capital Investments
Georgia
$7.38K