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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
CWA
2326
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2327
Principia Wealth Advisory
Texas
$4.69K
DF
2328
DecisionPoint Financial
Arizona
$4.57K
ODE
2329
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2330
HighMark Wealth Management
Minnesota
$4.34K
IIM
2331
IFC & Insurance Marketing
California
$4K
CWM
2332
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2333
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2334
Networth Advisors
Pennsylvania
$3.63K
TFG
2335
Team Financial Group
California
$3.59K
IWM
2336
Inlight Wealth Management
Georgia
$3.52K
JFG
2337
JDM Financial Group
Texas
$3.52K
DPW
2338
DiNuzzo Private Wealth
Pennsylvania
$3.05K
CFG
2339
Clayton Financial Group
Missouri
$3.05K
HFM
2340
Harvest Fund Management
China
$3K
WW
2341
Winnow Wealth
Texas
$2.95K
MDA
2342
Minot DeBlois Advisors
Massachusetts
$2.93K
FW
2343
Fairway Wealth
Ohio
$2.93K
RWM
2344
Rialto Wealth Management
New York
$2.81K
SFCL
2345
Strengthening Families & Communities LLC
Massachusetts
$2.12K
CW
2346
Curio Wealth
Maryland
$2K
MHIP
2347
Mountain Hill Investment Partners
New Jersey
$1.82K
VWA
2348
Valued Wealth Advisors
Utah
$1.45K
PMAM
2349
Picton Mahoney Asset Management
Ontario, Canada
$1.17K
SFG
2350
Strive Financial Group
Indiana
$1.17K