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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
FF
2451
Friedenthal Financial
New Jersey
GAG
2452
Goodman Advisory Group
Massachusetts
CIAM
2453
Caitong International Asset Management
Hong Kong
SCA
2454
Stuart Chaussee & Associates
California
TIM
2455
Tortoise Investment Management
New York
HFS
2456
Hopwood Financial Services
Virginia
CFG
2457
CKW Financial Group
Hawaii
LAM
2458
Lynch Asset Management
Pennsylvania
MSG
2459
Main Street Group
Virginia
PCM
2460
Perritt Capital Management
Illinois
CTC
2461
Corundum Trust Company
South Dakota
PG
2462
Proffitt & Goodson
Tennessee
ITFISA
2463
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DWA
2464
Delos Wealth Advisors
Texas
HHGA
2465
Halbert Hargrove Global Advisors
California
MAM
2466
MMA Asset Management
Pennsylvania
MAM
2467
Marquette Asset Management
Minnesota
AAG
2468
Accordant Advisory Group
Maryland
MSWA
2469
Marshall & Sterling Wealth Advisors
New York
CCM
2470
Cloud Capital Management
Washington
PAM
2471
Palisade Asset Management
Minnesota
BDPWM
2472
Barnes Dennig Private Wealth Management
Ohio
GLF
2473
Groupe la Francaise
France
NC
2474
North Capital
Utah
EAM
2475
Eukles Asset Management
Ohio