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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
PSFG
2301
Park Square Financial Group
Georgia
$16.5K
HNW
2302
High Note Wealth
Minnesota
$16.2K
FFA
2303
Frazier Financial Advisors
Ohio
$16.1K
ETS
2304
ESL Trust Services
New York
$15.4K
CIAS
2305
CBIZ Investment Advisory Services
Ohio
$15.2K
SFAM
2306
Sawyer Falduto Asset Management
Illinois
$15.1K
SG
2307
Sankala Group
Colorado
$14.7K
ECA
2308
Elevated Capital Advisors
Utah
$14.1K
CAM
2309
Chesapeake Asset Management
New York
$13.9K
TWD
2310
True Wealth Design
Ohio
$13.8K
CJ
2311
Caitlin John
Michigan
$13.6K
APW
2312
Acima Private Wealth
Virginia
$12.9K
JSAM
2313
J. Safra Asset Management
New York
$12.9K
RTL
2314
Red Tortoise LLC
Georgia
$12.8K
IWP
2315
IAG Wealth Partners
Wisconsin
$12.7K
IW
2316
Imprint Wealth
South Carolina
$12.5K
CAC
2317
Core Alternative Capital
Georgia
$12.2K
CFP
2318
Comprehensive Financial Planning
Pennsylvania
$12.2K
W
2319
WealthCollab
Washington
$12K
GPI
2320
General Partner Inc
Pennsylvania
$11.8K
GK
2321
Graney & King
New York
$11.7K
LC
2322
Lavaca Capital
Texas
$11.7K
MWA
2323
Miller Wealth Advisors
Colorado
$11.7K
EI
2324
EFG International
$11.7K
BGC
2325
Beutel, Goodman & Co
Ontario, Canada
$11K