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Duke Energy

2,371 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.66% more ownership

Funds ownership: 68.44%69.1% (+0.66%)

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
2,371
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
FMTC
2426
Farmers & Merchants Trust Company
California
LFG
2427
Lockerman Financial Group
California
1C
2428
111 Capital
France
FA
2429
FDx Advisors
Illinois
CPA
2430
Cardiff Park Advisors
California
CPRC
2431
Consolidated Portfolio Review Corp
New York
SF
2432
Slagle Financial
Illinois
EIA
2433
Edgemoor Investment Advisors
Maryland
Financial Engines Advisors
2434
Financial Engines Advisors
California
LKIM
2435
Lawson Kroeker Investment Management
Nebraska
YLHM
2436
Yelin Lapidot Holdings Management
Israel
PIM
2437
Plato Investment Management
Australia
BFM
2438
Boothbay Fund Management
New York
PFG
2439
Prosperity Financial Group
California
AHC
2440
Adell Harriman & Carpenter
Texas
MCCA
2441
Mill Creek Capital Advisors
Pennsylvania
BFA
2442
Beacon Financial Advisory
Ohio
SPWM
2443
Schrum Private Wealth Management
Florida
CWM
2444
Chesapeake Wealth Management
Virginia
JRCM
2445
Jones Road Capital Management
New York
WAM
2446
WealthTrust Asset Management
Florida
JJBC
2447
James J. Burns & Company
New York
NFGCM
2448
Norman Fields Gottscho Capital Management
New York
FCM
2449
Fieldview Capital Management
Michigan
SCA
2450
Strathmore Capital Advisors
North Carolina