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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
IAS
2326
IMA Advisory Services
Colorado
$6.56K
SHIM
2327
Stone House Investment Management
Pennsylvania
$6.45K
T
2328
Transce3nd
Texas
$6.01K
GFL
2329
Granite FO LLC
New Hampshire
$5.86K
AWM
2330
Ameliora Wealth Management
Switzerland
$5.86K
CWP
2331
Clark Wealth Partners
Illinois
$5.86K
BHWM
2332
Bay Harbor Wealth Management
Maryland
$5.63K
TIM
2333
Thompson Investment Management
Wisconsin
$5.16K
PS
2334
PayPay Securities
Japan
$5.04K
EFMH
2335
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2336
Ogorek Anthony Joseph
New York
$5K
CYG
2337
Clean Yield Group
Vermont
$4.92K
QWM
2338
Quaker Wealth Management
New Jersey
$4.92K
CWA
2339
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2340
Principia Wealth Advisory
Texas
$4.69K
DF
2341
DecisionPoint Financial
Arizona
$4.57K
ODE
2342
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2343
HighMark Wealth Management
Minnesota
$4.34K
IIM
2344
IFC & Insurance Marketing
California
$4K
CWM
2345
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2346
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2347
Networth Advisors
Pennsylvania
$3.63K
TFG
2348
Team Financial Group
California
$3.59K
IWM
2349
Inlight Wealth Management
Georgia
$3.52K
JFG
2350
JDM Financial Group
Texas
$3.52K