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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
ZF
2451
Zhang Financial
Michigan
KCFA
2452
Key Client Fiduciary Advisors
New Jersey
QPWM
2453
Quadrant Private Wealth Management
Pennsylvania
1WA
2454
180 Wealth Advisors
Washington
DWA
2455
Douglass Winthrop Advisors
New York
1IA
2456
1834 Investment Advisors
Wisconsin
MWM
2457
MBE Wealth Management
Wisconsin
ERIC
2458
Eagle Rock Investment Company
Georgia
FFG
2459
Frisch Financial Group
New York
APWA
2460
Atlas Private Wealth Advisors
New Jersey
WAM
2461
Worth Asset Management
Texas
GAM
2462
Gould Asset Management
California
MAG
2463
MRA Advisory Group
New Jersey
WFMPM
2464
Woodley Farra Manion Portfolio Management
Indiana
SW
2465
SkyOak Wealth
Michigan
YIA
2466
YHB Investment Advisors
Connecticut
SC
2467
Sepio Capital
Utah
WKSWA
2468
White Knight Strategic Wealth Advisors
New Jersey
WI
2469
WrapManager Inc
California
MCP
2470
Mirador Capital Partners
California
TW
2471
Traveka Wealth
California
FAT
2472
First American Trust
California
CCA
2473
Cadent Capital Advisors
Oklahoma
AT
2474
American Trust
Kentucky
SWAG
2475
Spectrum Wealth Advisory Group
California