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Duke Energy

2,371 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,371
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
GK
2301
Graney & King
New York
$11.7K
EI
2302
EFG International
$11.7K
BGC
2303
Beutel, Goodman & Co
Ontario, Canada
$11K
GAAM
2304
Guinness Atkinson Asset Management
California
$10.9K
MPW
2305
MASECO Private Wealth
$10.9K
CFS
2306
Compass Financial Services
Iowa
$10.9K
EF
2307
Entrust Financial
Pennsylvania
$10.7K
DCM
2308
Davis Capital Management
Florida
$10.7K
WA
2309
WestEnd Advisors
North Carolina
$10.4K
RIAS
2310
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2311
Wilkerson Advisory Group
Missouri
$10.1K
DCM
2312
Davidson Capital Management
Texas
$9.26K
BFP
2313
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2314
USAdvisors Wealth Management
Minnesota
$9K
CMA
2315
Cedar Mountain Advisors
Oregon
$8.79K
AP
2316
Aspect Partners
Virginia
$8.56K
RG
2317
RHL Group
Michigan
$8.44K
IPS
2318
Investors Portfolio Services
Washington
$8.18K
SA
2319
Seneschal Advisors
Washington
$7.62K
MCI
2320
MRP Capital Investments
Georgia
$7.38K
AWM
2321
Activest Wealth Management
Florida
$7.38K
PCM
2322
Penserra Capital Management
California
$7K
LB
2323
Legacy Bridge
Iowa
$6.56K
IAS
2324
IMA Advisory Services
Colorado
$6.56K
SHIM
2325
Stone House Investment Management
Pennsylvania
$6.45K