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Duke Energy

2,463 hedge funds and large institutions have $70.7B invested in Duke Energy in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 1,082 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 107

102% more call options, than puts

Call options by funds: $694M | Put options by funds: $343M

31% more repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 824

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12% more capital invested

Capital invested by funds: $63B → $70.7B (+$7.77B)

3% more funds holding

Funds holding: 2,3962,463 (+67)

0.29% more ownership

Funds ownership: 69.14%69.43% (+0.29%)

Holders
2,463
Holders Change
+67
Holders Change %
+2.8%
% of All Funds
30.34%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
225
Increased
1,082
Reduced
824
Closed
107
Calls
$694M
Puts
$343M
Net Calls
+$351M
Net Calls Change
+$82.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
Sculati Wealth Management
Michigan
$1.24M +$50.8K +406 +4%
LFG
1027
Larson Financial Group
Missouri
$1.24M +$217K +1,738 +22%
ECM
1028
Evergreen Capital Management
Washington
$1.24M +$626K +5,008 +112%
VAS
1029
Vestmark Advisory Solutions
Massachusetts
$1.24M -$316K -2,527 -21%
KCPG
1030
Kavar Capital Partners Group
Kansas
$1.24M -$46.9K -375 -4%
KWA
1031
Kellett Wealth Advisors
Ohio
$1.23M -$11.9K -95 -1%
PWM
1032
Pines Wealth Management
North Carolina
$1.23M -$53.4K -427 -4%
DB
1033
Danske Bank
Denmark
$1.23M
RFA
1034
Rollins Financial Advisors
New York
$1.23M +$1.5K +12 +0.1%
APG
1035
Abacus Planning Group
South Carolina
$1.23M -$3.5K -28 -0.3%
GVAG
1036
Great Valley Advisor Group
Delaware
$1.22M +$85.5K +684 +8%
LSA
1037
Leonteq Securities AG
Switzerland
$1.22M +$529K +4,231 +83%
CFP
1038
Catalyst Financial Partners
Massachusetts
$1.22M +$494K +3,949 +74%
MGIA
1039
Moneta Group Investment Advisors
Missouri
$1.22M +$84.9K +679 +8%
CAG
1040
Crestwood Advisors Group
Massachusetts
$1.21M +$208K +1,660 +22%
SC
1041
Sapient Capital
Indiana
$1.21M +$295K +2,358 +34%
AB
1042
Atlas Brown
Kentucky
$1.21M +$4.88K +39 +0.4%
PL
1043
PeakShares LLC
Florida
$1.21M +$79.5K +636 +7%
PFSC
1044
Peoples Financial Services Corp
Pennsylvania
$1.2M -$8.25K -66 -0.7%
CCIA
1045
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.15M +9,163 New
KFS
1046
Keynote Financial Services
Connecticut
$1.2M -$12.5K -100 -1%
WFG
1047
Wills Financial Group
Virginia
$1.2M +$139K +1,113 +13%
FMB
1048
Field & Main Bank
Kentucky
$1.19M -$5K -40 -0.4%
DP
1049
Dearborn Partners
Illinois
$1.19M +$347K +2,775 +44%
CC
1050
Chicago Capital
Illinois
$1.19M -$129K -1,031 -10%