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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
SC
1251
Steph & Co
Wisconsin
$773K -$5.75K -46 -0.8%
FCH
1252
Freestone Capital Holdings
Washington
$770K +$12.4K +99 +2%
MO
1253
McMillan Office
Michigan
$768K
AC
1254
Avestar Capital
New York
$768K +$89.4K +715 +14%
MCM
1255
Monument Capital Management
Virginia
$766K -$76K -608 -9%
VH
1256
Visionary Horizons
Tennessee
$764K -$41.8K -334 -5%
GB
1257
Goepper Burkhardt
South Carolina
$764K -$77.5K -620 -10%
RFA
1258
Register Financial Advisors
Georgia
$763K +$70.3K +562 +11%
CCM
1259
CFO Capital Management
Connecticut
$763K -$6.25K -50 -0.9%
CWS
1260
Cypress Wealth Services
California
$757K +$17.1K +137 +2%
HNWAG
1261
High Net Worth Advisory Group
Florida
$755K
GSWM
1262
Golden State Wealth Management
California
$753K -$73.9K -591 -9%
GEA
1263
Glen Eagle Advisors
New Jersey
$753K -$14K -112 -2%
AAB
1264
ABN AMRO Bank
Netherlands
$753K +$185K +1,480 +35%
WSC
1265
Wellington Shields & Co
New York
$753K
AF
1266
Alerus Financial
North Dakota
$753K +$574K +4,594 +398%
MMG
1267
Monetary Management Group
Missouri
$751K
RC
1268
Roundview Capital
New Jersey
$749K -$42.8K -342 -6%
PPWP
1269
Premier Path Wealth Partners
New Jersey
$748K +$86.6K +693 +14%
KCIC
1270
Kuhn & Co Investment Counsel
Illinois
$744K +$500 +4 +0.1%
SWM
1271
Silverlake Wealth Management
Vermont
$744K +$625 +5 +0.1%
FFG
1272
Fortem Financial Group
California
$742K +$284K +2,270 +67%
JWA
1273
JFS Wealth Advisors
Pennsylvania
$742K -$21.1K -169 -3%
EB
1274
Eastern Bank
Massachusetts
$742K -$7.63K -61 -1%
BHWM
1275
Bar Harbor Wealth Management
New Hampshire
$740K