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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
EGM
2426
Engineers Gate Manager
New York
BS
2427
Banco Santander
Spain
CCM
2428
Charter Capital Management
Wisconsin
MWA
2429
Midland Wealth Advisors
Illinois
FTUS
2430
Flow Traders U.S.
New York
FMTC
2431
Farmers & Merchants Trust Company
California
LFG
2432
Lockerman Financial Group
California
1C
2433
111 Capital
France
FA
2434
FDx Advisors
Illinois
CPA
2435
Cardiff Park Advisors
California
CPRC
2436
Consolidated Portfolio Review Corp
New York
SF
2437
Slagle Financial
Illinois
EIA
2438
Edgemoor Investment Advisors
Maryland
Financial Engines Advisors
2439
Financial Engines Advisors
California
LKIM
2440
Lawson Kroeker Investment Management
Nebraska
YLHM
2441
Yelin Lapidot Holdings Management
Israel
PIM
2442
Plato Investment Management
Australia
BFM
2443
Boothbay Fund Management
New York
PFG
2444
Prosperity Financial Group
California
AHC
2445
Adell Harriman & Carpenter
Texas
MCCA
2446
Mill Creek Capital Advisors
Pennsylvania
BFA
2447
Beacon Financial Advisory
Ohio
SPWM
2448
Schrum Private Wealth Management
Florida
CWM
2449
Chesapeake Wealth Management
Virginia
JRCM
2450
Jones Road Capital Management
New York