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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
WAM
2451
WealthTrust Asset Management
Florida
JJBC
2452
James J. Burns & Company
New York
NFGCM
2453
Norman Fields Gottscho Capital Management
New York
FCM
2454
Fieldview Capital Management
Michigan
SCA
2455
Strathmore Capital Advisors
North Carolina
ZF
2456
Zhang Financial
Michigan
KCFA
2457
Key Client Fiduciary Advisors
New Jersey
QPWM
2458
Quadrant Private Wealth Management
Pennsylvania
1WA
2459
180 Wealth Advisors
Washington
DWA
2460
Douglass Winthrop Advisors
New York
1IA
2461
1834 Investment Advisors
Wisconsin
MWM
2462
MBE Wealth Management
Wisconsin
ERIC
2463
Eagle Rock Investment Company
Georgia
FFG
2464
Frisch Financial Group
New York
APWA
2465
Atlas Private Wealth Advisors
New Jersey
WAM
2466
Worth Asset Management
Texas
GAM
2467
Gould Asset Management
California
MAG
2468
MRA Advisory Group
New Jersey
WFMPM
2469
Woodley Farra Manion Portfolio Management
Indiana
YIA
2470
YHB Investment Advisors
Connecticut
SW
2471
SkyOak Wealth
Michigan
SC
2472
Sepio Capital
Utah
WKSWA
2473
White Knight Strategic Wealth Advisors
New Jersey
WI
2474
WrapManager Inc
California
MCP
2475
Mirador Capital Partners
California