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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
IPWA
1076
International Private Wealth Advisors
California
$1.12M -$53.3K -426 -5%
C
1077
Croban
Ohio
$1.12M +$72.1K +577 +7%
NRS
1078
Neville Rodie & Shaw
New York
$1.11M
CCWM
1079
Cassaday & Co Wealth Management
Virginia
$1.11M -$7.13K -57 -0.7%
ISS
1080
Intesa Sanpaolo SpA.
Italy
$1.11M -$188K -1,500 -15%
IA
1081
Inspire Advisors
Idaho
$1.11M +$180K +1,438 +20%
IA
1082
Integrity Alliance
Iowa
$1.11M +$78.1K +625 +8%
TIAA Trust, National Association
1083
TIAA Trust, National Association
North Carolina
$1.11M -$19.7M -157,849 -95%
FCAS
1084
First Command Advisory Services
Texas
$1.1M +$24.9K +199 +2%
CP
1085
CenterBook Partners
Connecticut
$1.09M +$1.04M +8,349 New
ACP
1086
Aviance Capital Partners
Florida
$1.09M
USCWA
1087
U.S. Capital Wealth Advisors
Texas
$1.09M +$11K +88 +1%
WHRC
1088
W.H. Reaves & Co
New Jersey
$1.08M +$14.1K +113 +1%
FRA
1089
Frank Rimerman Advisors
California
$1.08M -$20K -160 -2%
FPAS
1090
Focus Partners Advisor Solutions
Missouri
$1.08M -$822K -6,579 -44%
AWM
1091
Aprio Wealth Management
Georgia
$1.07M +$78.4K +627 +8%
TWM
1092
Thrive Wealth Management
Pennsylvania
$1.07M -$83.5K -668 -8%
ACM
1093
Alessandra Capital Management
California
$1.07M -$81.3K -650 -7%
RCAG
1094
Rehmann Capital Advisory Group
Michigan
$1.07M -$9.25K -74 -0.9%
HTIM
1095
Harbour Trust & Investment Management
Indiana
$1.06M -$18.8K -150 -2%
FVWA
1096
Foster Victor Wealth Advisors
South Carolina
$1.06M -$39.5K -316 -4%
GWANC
1097
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M -$15.3K -122 -1%
AFG
1098
Albion Financial Group
Utah
$1.05M +$121K +964 +14%
IAIM
1099
International Assets Investment Management
Florida
$1.05M +$1.13K +9 +0.1%
IB
1100
Intrust Bank
Kansas
$1.05M -$18.5K -148 -2%