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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
GAAM
2326
Guinness Atkinson Asset Management
California
$10.9K
MPW
2327
MASECO Private Wealth
$10.9K
CFS
2328
Compass Financial Services
Iowa
$10.9K
EF
2329
Entrust Financial
Pennsylvania
$10.7K
DCM
2330
Davis Capital Management
Florida
$10.7K
WA
2331
WestEnd Advisors
North Carolina
$10.4K
RIAS
2332
Rachor Investment Advisory Services
Michigan
$10.2K
WAG
2333
Wilkerson Advisory Group
Missouri
$10.1K
DCM
2334
Davidson Capital Management
Texas
$9.26K
BFP
2335
Birchwood Financial Partners
Minnesota
$9.11K
UWM
2336
USAdvisors Wealth Management
Minnesota
$9K
CMA
2337
Cedar Mountain Advisors
Oregon
$8.79K
AP
2338
Aspect Partners
Virginia
$8.56K
RG
2339
RHL Group
Michigan
$8.44K
IPS
2340
Investors Portfolio Services
Washington
$8.18K
VR
2341
Vision Retirement
New Jersey
$8.01K
SA
2342
Seneschal Advisors
Washington
$7.62K
MCI
2343
MRP Capital Investments
Georgia
$7.38K
AWM
2344
Activest Wealth Management
Florida
$7.38K
PCM
2345
Penserra Capital Management
California
$7K
LB
2346
Legacy Bridge
Iowa
$6.56K
IAS
2347
IMA Advisory Services
Colorado
$6.56K
SHIM
2348
Stone House Investment Management
Pennsylvania
$6.45K
T
2349
Transce3nd
Texas
$6.01K
GFL
2350
Granite FO LLC
New Hampshire
$5.86K