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Duke Energy

2,373 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 243 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:

0.67% more ownership

Funds ownership: 68.44%69.1% (+0.67%)

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
2,373
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
MWA
2426
Midland Wealth Advisors
Illinois
FTUS
2427
Flow Traders U.S.
New York
FMTC
2428
Farmers & Merchants Trust Company
California
LFG
2429
Lockerman Financial Group
California
1C
2430
111 Capital
France
FA
2431
FDx Advisors
Illinois
CPA
2432
Cardiff Park Advisors
California
CPRC
2433
Consolidated Portfolio Review Corp
New York
SF
2434
Slagle Financial
Illinois
EIA
2435
Edgemoor Investment Advisors
Maryland
Financial Engines Advisors
2436
Financial Engines Advisors
California
LKIM
2437
Lawson Kroeker Investment Management
Nebraska
YLHM
2438
Yelin Lapidot Holdings Management
Israel
PIM
2439
Plato Investment Management
Australia
BFM
2440
Boothbay Fund Management
New York
PFG
2441
Prosperity Financial Group
California
AHC
2442
Adell Harriman & Carpenter
Texas
MCCA
2443
Mill Creek Capital Advisors
Pennsylvania
BFA
2444
Beacon Financial Advisory
Ohio
SPWM
2445
Schrum Private Wealth Management
Florida
CWM
2446
Chesapeake Wealth Management
Virginia
JRCM
2447
Jones Road Capital Management
New York
WAM
2448
WealthTrust Asset Management
Florida
JJBC
2449
James J. Burns & Company
New York
NFGCM
2450
Norman Fields Gottscho Capital Management
New York