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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
NP
1126
Nilsine Partners
Colorado
$988K +$128K +1,023 +15%
BRWM
1127
Blue Rock Wealth Management
North Carolina
$987K -$31.5K -252 -3%
MFA
1128
Mayflower Financial Advisors
Massachusetts
$987K +$20K +160 +2%
BIA
1129
Bigelow Investment Advisors
Maine
$986K +$19.9K +159 +2%
AWM
1130
Angeles Wealth Management
California
$986K +$55.9K +447 +6%
PJSIMP
1131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$977K +$128K +1,026 +16%
HCM
1132
Hengehold Capital Management
Ohio
$974K +$375 +3 +0%
ACGA
1133
Atlanta Consulting Group Advisors
Georgia
$973K -$8.25K -66 -0.9%
GWM
1134
Graybill Wealth Management
Illinois
$973K
GWA
1135
Gratus Wealth Advisors
Virginia
$969K +$250 +2 +0%
CL
1136
CVFG LLC
Indiana
$969K +$475K +3,799 +106%
LFA
1137
Legacy Financial Advisors
Kentucky
$968K +$18K +144 +2%
KFA
1138
Kapstone Financial Advisors
Ohio
$963K +$9.13K +73 +1%
CI
1139
Cigna Investments
Connecticut
$962K
BWM
1140
BCS Wealth Management
Tennessee
$960K -$917K -7,332 -50%
PA
1141
Persium Advisors
Georgia
$960K +$42.9K +343 +5%
SWM
1142
Stockman Wealth Management
Montana
$960K +$113K +902 +14%
BIM
1143
Baldwin Investment Management
Pennsylvania
$959K -$63K -504 -6%
PAG
1144
Powers Advisory Group
Illinois
$958K -$5.13K -41 -0.6%
GFP
1145
Gryphon Financial Partners
Ohio
$957K +$48.9K +391 +6%
ZWA
1146
Zinnia Wealth Advisory
Florida
$953K +$10.4K +83 +1%
GI
1147
Gradient Investments
Minnesota
$952K +$19.6K +157 +2%
PAI
1148
Pittenger & Anderson Inc
Nebraska
$949K
CAM
1149
Cidel Asset Management
Ontario, Canada
$949K +$150K +1,198 +20%
SWA
1150
Stratos Wealth Advisors
Ohio
$944K +$14K +112 +2%