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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
GWM
1051
Gibbs Wealth Management
Georgia
$1.18M +$88K +704 +8%
FAM
1052
Formidable Asset Management
Ohio
$1.18M -$375 -3 -0%
OFS
1053
OneAscent Financial Services
Alabama
$1.18M +$484K +3,869 +75%
FCP
1054
Fidelis Capital Partners
Florida
$1.18M +$875 +7 +0.1%
SGI
1055
Summit Global Investments
Utah
$1.17M -$64.5K -516 -5%
SCM
1056
Sollinda Capital Management
Florida
$1.17M -$25.9K -207 -2%
ISL
1057
Ingalls & Snyder LLC
New York
$1.17M -$2K -16 -0.2%
CCA
1058
Checchi Capital Advisers
California
$1.16M +$93.5K +748 +9%
ACM
1059
Allred Capital Management
Texas
$1.16M +$1.75K +14 +0.2%
SIA
1060
Strategic Investment Advisors
Michigan
$1.16M +$880K +7,036 +390%
EWM
1061
Evermay Wealth Management
Virginia
$1.16M -$41.1K -329 -4%
TCBWMS
1062
Texas Capital Bank Wealth Management Services
Texas
$1.16M -$107K -858 -9%
FDS
1063
First Dallas Securities
Texas
$1.16M
CA
1064
CoreCap Advisors
Michigan
$1.15M +$317K +2,534 +40%
AA
1065
Ancora Advisors
Ohio
$1.15M -$22.4K -179 -2%
CI
1066
CX Institutional
Indiana
$1.15M -$91.8K -734 -8%
VCM
1067
Violich Capital Management
California
$1.14M
CIA
1068
Cape Investment Advisory
Georgia
$1.14M +$51.4K +411 +5%
HFS
1069
Horizon Financial Services
North Carolina
$1.14M +$125 +1 +0%
NI
1070
Nepsis Inc
Minnesota
$1.14M -$18K -144 -2%
HA
1071
Huntleigh Advisors
Missouri
$1.13M +$65.1K +521 +6%
SLI
1072
Sumitomo Life Insurance
Japan
$1.13M +$29.6K +237 +3%
CWA
1073
Cura Wealth Advisors
Illinois
$1.13M +$8.5K +68 +0.8%
RC
1074
Rithm Capital
New York
$1.13M +$375K +3,000 +54%
SCI
1075
Stableford Capital II
Arizona
$1.12M -$87.4K -699 -8%