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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
CD
1101
Chapin Davis
Maryland
$1.05M
KCM
1102
Kanawha Capital Management
Virginia
$1.05M -$57.8K -462 -5%
AMBIA
1103
Allen Mooney & Barnes Investment Advisors
Georgia
$1.05M +$2K +16 +0.2%
HPC
1104
HM Payson & Co
Maine
$1.05M -$25K -200 -2%
PCG
1105
Prosperity Consulting Group
Maryland
$1.05M -$877K -7,012 -47%
JCFM
1106
JBR Co Financial Management
Oklahoma
$1.04M
WHC
1107
Wulff, Hansen & Co
California
$1.04M
FG
1108
Fiduciary Group
Georgia
$1.04M -$20K -160 -2%
SCM
1109
SCS Capital Management
Massachusetts
$1.04M -$73.3K -586 -7%
PWC
1110
Pathfinder Wealth Consulting
North Carolina
$1.04M -$28.4K -227 -3%
MW
1111
Marble Wealth
Alabama
$1.04M -$142K -1,132 -13%
SC
1112
Sawyer & Company
Massachusetts
$1.03M -$27.8K -222 -3%
BHIA
1113
Birch Hill Investment Advisors
Massachusetts
$1.03M
DCA
1114
DB&C Advisors
Michigan
$1.03M +$4.13K +33 +0.4%
KJWM
1115
Kiley Juergens Wealth Management
Washington
$1.03M +$984K +7,869 New
ACS
1116
Archford Capital Strategies
Illinois
$1.03M -$15.3K -122 -2%
ESB
1117
Essex Savings Bank
Connecticut
$1.02M -$8.38K -67 -0.9%
NDBT
1118
North Dallas Bank & Trust
Texas
$1.02M +$12.5K +100 +1%
MYAM
1119
Meiji Yasuda Asset Management
Japan
$1.02M -$6.25K -50 -0.6%
IP
1120
Indivisible Partners
Florida
$1.01M +$339K +2,715 +54%
LWM
1121
LongView Wealth Management
Georgia
$1.01M -$505K -4,040 -34%
TMC
1122
Themes Management Co
Connecticut
$1.01M +$151K +1,211 +19%
SW
1123
Simplicity Wealth
New Jersey
$993K -$9.88K -79 -1%
CBOR
1124
Community Bank of Raymore
Missouri
$991K -$15.6K -125 -2%
WTC
1125
WhitTier Trust Company
Nevada
$990K +$4.13K +33 +0.4%