We are live on ! Find out more
DUK icon

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
CBT
1151
Crews Bank & Trust
Florida
$944K +$269K +2,155 +43%
LF
1152
Lantz Financial
Illinois
$937K +$23.1K +185 +3%
MS
1153
Madden Securities
Texas
$932K
WFI
1154
West Family Investments
California
$928K -$185K -1,479 -17%
HT
1155
Headlands Technologies
Illinois
$927K +$885K +7,079 New
AIC
1156
Archer Investment Corporation
Indiana
$916K +$1.25K +10 +0.1%
AIP
1157
Ameritas Investment Partners
Nebraska
$913K
LCM
1158
LVM Capital Management
Michigan
$909K
CWMP
1159
Clarion Wealth Managment Partners
Virginia
$908K +$60.4K +483 +7%
WMA
1160
West Michigan Advisors
Michigan
$908K -$69K -552 -7%
KA
1161
KLCM Advisors
Wisconsin
$907K +$12.5K +100 +1%
WT
1162
Whittier Trust
California
$905K -$103K -821 -11%
V
1163
VeraBank
Texas
$904K -$28.4K -227 -3%
FLPIM
1164
F.L. Putnam Investment Management
Massachusetts
$901K +$42.5K +340 +5%
CFS
1165
Cannon Financial Strategists
Georgia
$900K +$4.13K +33 +0.5%
MCM
1166
Manchester Capital Management
Vermont
$900K
GHA
1167
GW Henssler & Associates
Georgia
$897K -$2.38K -19 -0.3%
VSQM
1168
V-Square Quantitative Management
Illinois
$896K +$136K +1,090 +19%
SIA
1169
Soltis Investment Advisors
Utah
$887K +$29K +232 +4%
STA
1170
Smith Thornton Advisors
Alabama
$885K +$26.3K +210 +3%
AWA
1171
Adapt Wealth Advisors
Georgia
$884K -$21.9K -175 -3%
PA
1172
Procyon Advisors
Connecticut
$882K +$87.6K +701 +12%
HW
1173
HORAN Wealth
Ohio
$881K -$3.75K -30 -0.4%
HBT
1174
Hills Bank & Trust
Iowa
$880K -$118K -941 -12%
CS
1175
Capital Square
Tennessee
$879K +$43.8K +350 +5%