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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
LC
2301
Lavaca Capital
Texas
$11.7K
MWA
2302
Miller Wealth Advisors
Colorado
$11.7K
GK
2303
Graney & King
New York
$11.7K
EI
2304
EFG International
$11.7K
BGC
2305
Beutel, Goodman & Co
Ontario, Canada
$11K
GAAM
2306
Guinness Atkinson Asset Management
California
$10.9K
MPW
2307
MASECO Private Wealth
$10.9K
CFS
2308
Compass Financial Services
Iowa
$10.9K
EF
2309
Entrust Financial
Pennsylvania
$10.7K
DCM
2310
Davis Capital Management
Florida
$10.7K
WA
2311
WestEnd Advisors
North Carolina
$10.4K
RIAS
2312
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2313
Wilkerson Advisory Group
Missouri
$10.1K
DCM
2314
Davidson Capital Management
Texas
$9.26K
BFP
2315
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2316
USAdvisors Wealth Management
Minnesota
$9K
CMA
2317
Cedar Mountain Advisors
Oregon
$8.79K
AP
2318
Aspect Partners
Virginia
$8.56K
RG
2319
RHL Group
Michigan
$8.44K
IPS
2320
Investors Portfolio Services
Washington
$8.18K
SA
2321
Seneschal Advisors
Washington
$7.62K
MCI
2322
MRP Capital Investments
Georgia
$7.38K
AWM
2323
Activest Wealth Management
Florida
$7.38K
PCM
2324
Penserra Capital Management
California
$7K
LB
2325
Legacy Bridge
Iowa
$6.56K