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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
T
2326
Transce3nd
Texas
$6.01K
GFL
2327
Granite FO LLC
New Hampshire
$5.86K
AWM
2328
Ameliora Wealth Management
Switzerland
$5.86K
CWP
2329
Clark Wealth Partners
Illinois
$5.86K
BHWM
2330
Bay Harbor Wealth Management
Maryland
$5.63K
TIM
2331
Thompson Investment Management
Wisconsin
$5.16K
PS
2332
PayPay Securities
Japan
$5.04K
EFMH
2333
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2334
Ogorek Anthony Joseph
New York
$5K
CYG
2335
Clean Yield Group
Vermont
$4.92K
QWM
2336
Quaker Wealth Management
New Jersey
$4.92K
CWA
2337
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2338
Principia Wealth Advisory
Texas
$4.69K
DF
2339
DecisionPoint Financial
Arizona
$4.57K
ODE
2340
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2341
HighMark Wealth Management
Minnesota
$4.34K
IIM
2342
IFC & Insurance Marketing
California
$4K
CWM
2343
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2344
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2345
Networth Advisors
Pennsylvania
$3.63K
TFG
2346
Team Financial Group
California
$3.59K
IWM
2347
Inlight Wealth Management
Georgia
$3.52K
JFG
2348
JDM Financial Group
Texas
$3.52K
DPW
2349
DiNuzzo Private Wealth
Pennsylvania
$3.05K
CFG
2350
Clayton Financial Group
Missouri
$3.05K