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Duke Energy

2,338 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 997 increasing their positions, 816 reducing their positions, and 144 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:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$619M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YLHM
2401
Yelin Lapidot Holdings Management
Israel
PIM
2402
Plato Investment Management
Australia
BFM
2403
Boothbay Fund Management
New York
PFG
2404
Prosperity Financial Group
California
AHC
2405
Adell Harriman & Carpenter
Texas
MCCA
2406
Mill Creek Capital Advisors
Pennsylvania
BFA
2407
Beacon Financial Advisory
Ohio
SPWM
2408
Schrum Private Wealth Management
Florida
CWM
2409
Chesapeake Wealth Management
Virginia
JRCM
2410
Jones Road Capital Management
New York
HBS
2411
Howard Bailey Securities
Indiana
WAM
2412
WealthTrust Asset Management
Florida
JJBC
2413
James J. Burns & Company
New York
NFGCM
2414
Norman Fields Gottscho Capital Management
New York
FCM
2415
Fieldview Capital Management
Michigan
SCA
2416
Strathmore Capital Advisors
North Carolina
ZF
2417
Zhang Financial
Michigan
KCFA
2418
Key Client Fiduciary Advisors
New Jersey
QPWM
2419
Quadrant Private Wealth Management
Pennsylvania
1WA
2420
180 Wealth Advisors
Washington
DWA
2421
Douglass Winthrop Advisors
New York
1IA
2422
1834 Investment Advisors
Wisconsin
MWM
2423
MBE Wealth Management
Wisconsin
ERIC
2424
Eagle Rock Investment Company
Georgia
FFG
2425
Frisch Financial Group
New York