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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
TIM
2301
Thompson Investment Management
Wisconsin
$5.16K
PS
2302
PayPay Securities
Japan
$5.04K
EFMH
2303
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2304
Ogorek Anthony Joseph
New York
$5K
CYG
2305
Clean Yield Group
Vermont
$4.92K
QWM
2306
Quaker Wealth Management
New Jersey
$4.92K
CWA
2307
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2308
Principia Wealth Advisory
Texas
$4.69K
DF
2309
DecisionPoint Financial
Arizona
$4.57K
ODE
2310
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2311
HighMark Wealth Management
Minnesota
$4.34K
IIM
2312
IFC & Insurance Marketing
California
$4K
CWM
2313
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2314
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2315
Networth Advisors
Pennsylvania
$3.63K
TFG
2316
Team Financial Group
California
$3.59K
IWM
2317
Inlight Wealth Management
Georgia
$3.52K
JFG
2318
JDM Financial Group
Texas
$3.52K
DPW
2319
DiNuzzo Private Wealth
Pennsylvania
$3.05K
CFG
2320
Clayton Financial Group
Missouri
$3.05K
HFM
2321
Harvest Fund Management
China
$3K
WW
2322
Winnow Wealth
Texas
$2.95K
MDA
2323
Minot DeBlois Advisors
Massachusetts
$2.93K
FW
2324
Fairway Wealth
Ohio
$2.93K
RWM
2325
Rialto Wealth Management
New York
$2.81K