DUK icon

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
HFM
2351
Harvest Fund Management
China
$3K
WW
2352
Winnow Wealth
Texas
$2.95K
MDA
2353
Minot DeBlois Advisors
Massachusetts
$2.93K
FW
2354
Fairway Wealth
Ohio
$2.93K
RWM
2355
Rialto Wealth Management
New York
$2.81K
SFCL
2356
Strengthening Families & Communities LLC
Massachusetts
$2.12K
CW
2357
Curio Wealth
Maryland
$2K
OCM
2358
Osbon Capital Management
Massachusetts
$1.88K
MHIP
2359
Mountain Hill Investment Partners
New Jersey
$1.82K
MW
2360
Merited Wealth
Florida
$1.76K
VWA
2361
Valued Wealth Advisors
Utah
$1.45K
PMAM
2362
Picton Mahoney Asset Management
Ontario, Canada
$1.17K
SFG
2363
Strive Financial Group
Indiana
$1.17K
GCM
2364
Gunpowder Capital Management
Maryland
$820
ACA
2365
Atlas Capital Advisors
Wyoming
$820
QA
2366
Quattro Advisors
Pennsylvania
$712
YDMI
2367
Y.D. More Investments
Israel
$676
APW
2368
Atlantic Private Wealth
North Carolina
$591
HIA
2369
HFM Investment Advisors
New Jersey
$587
MI
2370
Motiv8 Investments
Florida
$196
AIM
2371
Arcadia Investment Management
Michigan
$118
RJA
2372
Ross\Johnson & Associates
Minnesota
$117
RAM
2373
Reflection Asset Management
South Carolina
$1
Adage Capital Partners
2374
Adage Capital Partners
Massachusetts
BC
2375
Brookfield Corp
Ontario, Canada