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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
LWAM
1176
Legacy Wealth Asset Management
Minnesota
$878K +$3.88K +31 +0.5%
PCMN
1177
Paradigm Capital Management (Nevada)
Nevada
$877K +$55.3K +442 +7%
CAM
1178
Carret Asset Management
New York
$876K
CWM
1179
Challenger Wealth Management
California
$874K -$9K -72 -1%
WT
1180
Washington Trust
Rhode Island
$872K -$25.6K -205 -3%
VVP
1181
Venture Visionary Partners
Ohio
$872K -$44.1K -353 -5%
FTC
1182
Farmers Trust Company
Ohio
$869K -$4.37M -34,944 -84%
CF
1183
Claris Financial
Virginia
$866K -$2.63K -21 -0.3%
MFC
1184
Mechanics Financial Corp
Ohio
$865K +$8.75K +70 +1%
CNBOF
1185
City National Bank of Florida
Florida
$864K +$103K +821 +14%
AF
1186
Advisornet Financial
Minnesota
$862K -$4K -32 -0.5%
NFG
1187
Nations Financial Group
Iowa
$861K +$88.5K +708 +12%
JAG
1188
Journey Advisory Group
Kentucky
$859K -$129K -1,030 -14%
AIMA
1189
Ables Iannone Moore & Associates
Georgia
$857K +$34.9K +279 +4%
SKK
1190
Shepherd Kaplan Krochuk
Massachusetts
$855K -$7.88K -63 -1%
EWM
1191
EPG Wealth Management
Georgia
$854K +$44.8K +358 +6%
APP
1192
Avantax Planning Partners
Iowa
$854K -$149K -1,195 -15%
WF
1193
WealthPoint Financial
North Carolina
$852K -$8.88K -71 -1%
XPN
1194
XY Planning Network
Montana
$852K +$26.9K +215 +3%
BW
1195
BIP Wealth
Georgia
$851K -$53K -424 -6%
FSA
1196
Financial Security Advisor
Virginia
$849K +$196K +1,566 +32%
CSI
1197
Cross Staff Investments
New York
$844K
NW
1198
NewEdge Wealth
Pennsylvania
$844K -$616K -4,925 -43%
MA
1199
McGrath & Associates
North Carolina
$843K -$74.4K -595 -8%
SWP
1200
Strategic Wealth Partners
Ohio
$841K -$5.79M -46,325 -88%