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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
AWM
2351
Ameliora Wealth Management
Switzerland
$5.86K
CWP
2352
Clark Wealth Partners
Illinois
$5.86K
TBFA
2353
Three Bearings Fiduciary Advisors
New Hampshire
$5.7K
BHWM
2354
Bay Harbor Wealth Management
Maryland
$5.63K
TIM
2355
Thompson Investment Management
Wisconsin
$5.16K
PS
2356
PayPay Securities
Japan
$5.04K
EFMH
2357
E Fund Management (HK)
Hong Kong
$5.02K
OAJ
2358
Ogorek Anthony Joseph
New York
$5K
CYG
2359
Clean Yield Group
Vermont
$4.92K
QWM
2360
Quaker Wealth Management
New Jersey
$4.92K
CWA
2361
Carolina Wealth Advisors
South Carolina
$4.69K
PWA
2362
Principia Wealth Advisory
Texas
$4.69K
DF
2363
DecisionPoint Financial
Arizona
$4.57K
ODE
2364
O'Domhnaill Enterprises
Wyoming
$4.45K
HWM
2365
HighMark Wealth Management
Minnesota
$4.34K
IIM
2366
IFC & Insurance Marketing
California
$4K
CWM
2367
Consultiva Wealth Management
Puerto Rico
$3.98K
GWSG
2368
GPS Wealth Strategies Group
Colorado
$3.75K
NA
2369
Networth Advisors
Pennsylvania
$3.63K
TFG
2370
Team Financial Group
California
$3.59K
IWM
2371
Inlight Wealth Management
Georgia
$3.52K
JFG
2372
JDM Financial Group
Texas
$3.52K
DPW
2373
DiNuzzo Private Wealth
Pennsylvania
$3.05K
CFG
2374
Clayton Financial Group
Missouri
$3.05K
HFM
2375
Harvest Fund Management
China
$3K