DUK icon

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
APWA
2426
Atlas Private Wealth Advisors
New Jersey
WAM
2427
Worth Asset Management
Texas
MAG
2428
MRA Advisory Group
New Jersey
GAM
2429
Gould Asset Management
California
WFMPM
2430
Woodley Farra Manion Portfolio Management
Indiana
SW
2431
SkyOak Wealth
Michigan
YIA
2432
YHB Investment Advisors
Connecticut
SC
2433
Sepio Capital
Utah
WKSWA
2434
White Knight Strategic Wealth Advisors
New Jersey
MCP
2435
Mirador Capital Partners
California
WI
2436
WrapManager Inc
California
TW
2437
Traveka Wealth
California
FAT
2438
First American Trust
California
CCA
2439
Cadent Capital Advisors
Oklahoma
AT
2440
American Trust
Kentucky
SWAG
2441
Spectrum Wealth Advisory Group
California
FWM
2442
ForthRight Wealth Management
Georgia
FFA
2443
First Foundation Advisors
California
AT
2444
Arlington Trust
Alabama
ACM
2445
Aster Capital Management
United Arab Emirates
IWA
2446
Icon Wealth Advisors
Texas
JWM
2447
JPL Wealth Management
Colorado
TCM
2448
TruNorth Capital Management
Michigan
RA
2449
Rise Advisors
New York
GFWA
2450
Grey Fox Wealth Advisors
Delaware