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
CA
1201
Cornerstone Advisory
Maryland
$840K +$73.3K +586 +10%
3IP
1202
3Chopt Investment Partners
Virginia
$840K +$20K +160 +3%
CA
1203
Calton & Associates
Florida
$840K +$875 +7 +0.1%
FI
1204
Finivi Inc
Massachusetts
$839K +$117K +934 +17%
JGUA
1205
John G. Ullman & Associates
New York
$838K -$9.63K -77 -1%
JIC
1206
Joel Isaacson & Co
New York
$833K +$86.6K +693 +12%
KMWM
1207
Keudell/Morrison Wealth Management
Oregon
$832K -$500 -4 -0.1%
TPI
1208
Trust Point Inc
Wisconsin
$832K +$215K +1,718 +37%
BSTWA
1209
Blake Schutter Theil Wealth Advisors
Ohio
$831K -$1.5K -12 -0.2%
BHC
1210
Bowen Hanes & Co
Florida
$831K -$100K -800 -11%
DM
1211
Diversified Management
Wisconsin
$829K +$791K +6,331 New
DI
1212
Diligent Investors
California
$826K -$8.75K -70 -1%
MA
1213
MCF Advisors
Kentucky
$826K +$262K +2,097 +50%
UBV
1214
United Bank (Virginia)
Virginia
$826K -$30K -240 -4%
Edgewood Management
1215
Edgewood Management
Connecticut
$825K
GWAG
1216
Garrett Wealth Advisory Group
Texas
$824K +$66.5K +532 +9%
WBCM
1217
Wilson & Boucher Capital Management
California
$824K
GIA
1218
Gateway Investment Advisers
Ohio
$824K +$207K +1,655 +36%
SIG
1219
Spinnaker Investment Group
California
$824K -$875 -7 -0.1%
TPA
1220
Trivium Point Advisory
Connecticut
$821K -$629K -5,033 -45%
AAG
1221
Armstrong Advisory Group
Massachusetts
$820K -$13K -104 -2%
CAI
1222
Capital Advisors Inc
Oklahoma
$819K -$70.4K -563 -8%
BONH
1223
Bank of New Hampshire
New Hampshire
$819K +$27.5K +220 +4%
GPWM
1224
Grant Private Wealth Management
California
$816K +$182K +1,459 +31%
PCA
1225
Prosperity Capital Advisors
Ohio
$812K -$110K -882 -12%