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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
VCP
1276
Verus Capital Partners
Arizona
$740K +$18.4K +147 +3%
GIA
1277
Guyasuta Investment Advisors
Pennsylvania
$732K
CC
1278
Corsicana & Co
Texas
$732K -$10.5K -84 -1%
IBOK
1279
Independence Bank of Kentucky
Kentucky
$728K -$13.8K -110 -2%
MA
1280
MBA Advisors
Pennsylvania
$727K +$15.6K +125 +2%
PVM
1281
Palogic Value Management
Texas
$725K
HPWM
1282
High Point Wealth Management
New Jersey
$722K +$21.8K +174 +3%
EGA
1283
E&G Advisors
Texas
$721K +$500 +4 +0.1%
PE
1284
PCM Encore
Colorado
$719K +$40.9K +327 +6%
DWML
1285
Decker Wealth Management LLC
Tennessee
$717K
CFO
1286
CVA Family Office
Colorado
$716K +$48.3K +386 +8%
OWA
1287
Octavia Wealth Advisors
Ohio
$716K +$55.9K +447 +9%
Members Trust
1288
Members Trust
Florida
$714K
TA
1289
TrueWealth Advisors
Alabama
$713K +$156K +1,246 +30%
VWM
1290
Venturi Wealth Management
Texas
$712K +$60.8K +486 +10%
WC
1291
Waterloo Capital
Texas
$711K +$679K +5,428 New
RPCONE
1292
Retirement Planning Company of New England
Rhode Island
$708K -$1.38K -11 -0.2%
TF
1293
Tudor Financial
Ohio
$708K +$625 +5 +0.1%
PCM
1294
Palisade Capital Management
New Jersey
$704K +$312K +2,493 +86%
DWM
1295
Dogwood Wealth Management
Kansas
$704K -$219K -1,751 -25%
BWM
1296
BCGM Wealth Management
Indiana
$702K +$1.25K +10 +0.2%
CA
1297
Crewe Advisors
Utah
$702K +$7.5K +60 +1%
SS
1298
SBI Securities
Japan
$698K -$44.5K -356 -6%
CWM
1299
Cordatus Wealth Management
Pennsylvania
$698K +$19K +152 +3%
FFBTD
1300
First Financial Bank - Trust Division
Ohio
$698K -$500 -4 -0.1%