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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
WFMPM
2451
Woodley Farra Manion Portfolio Management
Indiana
YIA
2452
YHB Investment Advisors
Connecticut
SW
2453
SkyOak Wealth
Michigan
SC
2454
Sepio Capital
Utah
WKSWA
2455
White Knight Strategic Wealth Advisors
New Jersey
MCP
2456
Mirador Capital Partners
California
WI
2457
WrapManager Inc
California
TW
2458
Traveka Wealth
California
FAT
2459
First American Trust
California
CCA
2460
Cadent Capital Advisors
Oklahoma
AT
2461
American Trust
Kentucky
SWAG
2462
Spectrum Wealth Advisory Group
California
FFA
2463
First Foundation Advisors
California
FWM
2464
ForthRight Wealth Management
Georgia
AT
2465
Arlington Trust
Alabama
ACM
2466
Aster Capital Management
United Arab Emirates
IWA
2467
Icon Wealth Advisors
Texas
JWM
2468
JPL Wealth Management
Colorado
TCM
2469
TruNorth Capital Management
Michigan
RA
2470
Rise Advisors
New York
GFWA
2471
Grey Fox Wealth Advisors
Delaware
FF
2472
Friedenthal Financial
New Jersey
GAG
2473
Goodman Advisory Group
Massachusetts
CIAM
2474
Caitong International Asset Management
Hong Kong
SCA
2475
Stuart Chaussee & Associates
California