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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
TFG
2351
Team Financial Group
California
$3.59K
IWM
2352
Inlight Wealth Management
Georgia
$3.52K
JFG
2353
JDM Financial Group
Texas
$3.52K
DPW
2354
DiNuzzo Private Wealth
Pennsylvania
$3.05K
CFG
2355
Clayton Financial Group
Missouri
$3.05K
HFM
2356
Harvest Fund Management
China
$3K
WW
2357
Winnow Wealth
Texas
$2.95K
MDA
2358
Minot DeBlois Advisors
Massachusetts
$2.93K
FW
2359
Fairway Wealth
Ohio
$2.93K
RWM
2360
Rialto Wealth Management
New York
$2.81K
SFCL
2361
Strengthening Families & Communities LLC
Massachusetts
$2.12K
CW
2362
Curio Wealth
Maryland
$2K
OCM
2363
Osbon Capital Management
Massachusetts
$1.88K
MHIP
2364
Mountain Hill Investment Partners
New Jersey
$1.82K
MW
2365
Merited Wealth
Florida
$1.76K
VWA
2366
Valued Wealth Advisors
Utah
$1.45K
PMAM
2367
Picton Mahoney Asset Management
Ontario, Canada
$1.17K
SFG
2368
Strive Financial Group
Indiana
$1.17K
ACA
2369
Atlas Capital Advisors
Wyoming
$820
GCM
2370
Gunpowder Capital Management
Maryland
$820
QA
2371
Quattro Advisors
Pennsylvania
$712
YDMI
2372
Y.D. More Investments
Israel
$676
APW
2373
Atlantic Private Wealth
North Carolina
$591
HIA
2374
HFM Investment Advisors
New Jersey
$587
MI
2375
Motiv8 Investments
Florida
$196