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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 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:

0.64% more ownership

Funds ownership: 68.44%69.08% (+0.64%)

4% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.95B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
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
PFG
2426
Prosperity Financial Group
California
AHC
2427
Adell Harriman & Carpenter
Texas
MCCA
2428
Mill Creek Capital Advisors
Pennsylvania
BFA
2429
Beacon Financial Advisory
Ohio
SPWM
2430
Schrum Private Wealth Management
Florida
CWM
2431
Chesapeake Wealth Management
Virginia
JRCM
2432
Jones Road Capital Management
New York
WAM
2433
WealthTrust Asset Management
Florida
JJBC
2434
James J. Burns & Company
New York
NFGCM
2435
Norman Fields Gottscho Capital Management
New York
FCM
2436
Fieldview Capital Management
Michigan
SCA
2437
Strathmore Capital Advisors
North Carolina
ZF
2438
Zhang Financial
Michigan
KCFA
2439
Key Client Fiduciary Advisors
New Jersey
QPWM
2440
Quadrant Private Wealth Management
Pennsylvania
1WA
2441
180 Wealth Advisors
Washington
DWA
2442
Douglass Winthrop Advisors
New York
1IA
2443
1834 Investment Advisors
Wisconsin
MWM
2444
MBE Wealth Management
Wisconsin
ERIC
2445
Eagle Rock Investment Company
Georgia
FFG
2446
Frisch Financial Group
New York
APWA
2447
Atlas Private Wealth Advisors
New Jersey
WAM
2448
Worth Asset Management
Texas
GAM
2449
Gould Asset Management
California
MAG
2450
MRA Advisory Group
New Jersey