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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
FFWM
1226
Future Financial Wealth Management
Ohio
$811K +$3K +24 +0.4%
KP
1227
Keel Point
Alabama
$810K -$35.3K -282 -4%
FMP
1228
Financial Management Professionals
Texas
$809K +$8.25K +66 +1%
MTC
1229
McDaniel Terry & Co
Texas
$808K +$1.88K +15 +0.2%
DWT
1230
Dorsey & Whitney Trust
South Dakota
$808K -$12.9K -103 -2%
CS
1231
Crescent Sterling
Louisiana
$807K +$5.63K +45 +0.7%
BPC
1232
Bearing Point Capital
Minnesota
$805K
NFC
1233
Northstar Financial Companies
Pennsylvania
$805K -$507K -4,053 -40%
NB
1234
Northwest Bancshares
Pennsylvania
$803K -$3.13K -25 -0.4%
CSC
1235
Caldwell Sutter Capital
California
$803K -$875 -7 -0.1%
MNBTD
1236
Moody National Bank Trust Division
Texas
$801K +$5.13K +41 +0.7%
FNBTCON
1237
First National Bank & Trust Co of Newtown
Pennsylvania
$794K -$110K -879 -13%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$794K -$22.3K -178 -3%
AWS
1239
Aspen Wealth Strategies
Colorado
$792K +$9.75K +78 +1%
MSS
1240
Mitchell Sinkler & Starr
Pennsylvania
$792K
UBG
1241
United Bank (Georgia)
Georgia
$791K -$6.13K -49 -0.8%
TC
1242
Tannin Capital
North Carolina
$790K +$36.3K +290 +5%
WPC
1243
Waters Parkerson & Co
Louisiana
$788K
NAS
1244
NWF Advisory Services
California
$788K +$18.3K +146 +2%
ST
1245
Spinnaker Trust
Maine
$788K +$58.3K +466 +8%
FB
1246
Finward Bancorp
Indiana
$778K
WMA
1247
Wealth Management Associates
New Jersey
$777K -$10K -80 -1%
CI
1248
CacheTech Inc
Utah
$777K +$369K +2,954 +99%
NP
1249
NorthRock Partners
Minnesota
$775K -$53.4K -427 -7%
AIA
1250
Arbor Investment Advisors
North Carolina
$774K +$258K +2,067 +54%