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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
2451
Farmers & Merchants Trust Company
California
LFG
2452
Lockerman Financial Group
California
1C
2453
111 Capital
France
FA
2454
FDx Advisors
Illinois
CPA
2455
Cardiff Park Advisors
California
CPRC
2456
Consolidated Portfolio Review Corp
New York
SF
2457
Slagle Financial
Illinois
EIA
2458
Edgemoor Investment Advisors
Maryland
Financial Engines Advisors
2459
Financial Engines Advisors
California
LKIM
2460
Lawson Kroeker Investment Management
Nebraska
YLHM
2461
Yelin Lapidot Holdings Management
Israel
PIM
2462
Plato Investment Management
Australia
BFM
2463
Boothbay Fund Management
New York
PFG
2464
Prosperity Financial Group
California
AHC
2465
Adell Harriman & Carpenter
Texas
MCCA
2466
Mill Creek Capital Advisors
Pennsylvania
BFA
2467
Beacon Financial Advisory
Ohio
SPWM
2468
Schrum Private Wealth Management
Florida
CWM
2469
Chesapeake Wealth Management
Virginia
JRCM
2470
Jones Road Capital Management
New York
WAM
2471
WealthTrust Asset Management
Florida
JJBC
2472
James J. Burns & Company
New York
NFGCM
2473
Norman Fields Gottscho Capital Management
New York
FCM
2474
Fieldview Capital Management
Michigan
SCA
2475
Strathmore Capital Advisors
North Carolina