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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
AWM
2326
Activest Wealth Management
Florida
$7.38K
PCM
2327
Penserra Capital Management
California
$7K
LB
2328
Legacy Bridge
Iowa
$6.56K
IAS
2329
IMA Advisory Services
Colorado
$6.56K
SHIM
2330
Stone House Investment Management
Pennsylvania
$6.45K
T
2331
Transce3nd
Texas
$6.01K
GFL
2332
Granite FO LLC
New Hampshire
$5.86K
CWP
2333
Clark Wealth Partners
Illinois
$5.86K
AWM
2334
Ameliora Wealth Management
Switzerland
$5.86K
BHWM
2335
Bay Harbor Wealth Management
Maryland
$5.63K
TIM
2336
Thompson Investment Management
Wisconsin
$5.16K
PS
2337
PayPay Securities
Japan
$5.04K
EFMH
2338
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2339
Ogorek Anthony Joseph
New York
$5K
CYG
2340
Clean Yield Group
Vermont
$4.92K
QWM
2341
Quaker Wealth Management
New Jersey
$4.92K
CWA
2342
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2343
Principia Wealth Advisory
Texas
$4.69K
DF
2344
DecisionPoint Financial
Arizona
$4.57K
ODE
2345
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2346
HighMark Wealth Management
Minnesota
$4.34K
IIM
2347
IFC & Insurance Marketing
California
$4K
CWM
2348
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2349
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2350
Networth Advisors
Pennsylvania
$3.63K