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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
ASC
1301
Atalanta Sosnoff Capital
New York
$697K +$875 +7 +0.1%
WIC
1302
Wilkins Investment Counsel
Massachusetts
$695K
AWM
1303
Accurate Wealth Management
Florida
$690K +$69.5K +556 +12%
SACTSONJ
1304
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$690K -$91.8K -734 -12%
HFS
1305
Hantz Financial Services
Michigan
$688K +$110K +881 +20%
Q1WB
1306
Quest 10 Wealth Builders
Virginia
$687K -$9K -72 -1%
NRC
1307
New Republic Capital
North Carolina
$686K -$300K -2,398 -31%
LOIP
1308
Live Oak Investment Partners
Texas
$685K +$120K +958 +22%
WIM
1309
WealthPlan Investment Management
Nebraska
$685K +$31.4K +251 +5%
XF
1310
XML Financial
Maryland
$685K -$3.5K -28 -0.5%
PCS
1311
Personal CFO Solutions
New Jersey
$684K +$10.8K +86 +2%
IAP
1312
Indie Asset Partners
Indiana
$683K -$1.59M -12,715 -71%
CAM
1313
Costello Asset Management
Pennsylvania
$682K +$43.9K +351 +7%
SLT
1314
St Louis Trust
Missouri
$682K
HWA
1315
HHM Wealth Advisors
Tennessee
$681K +$25.4K +203 +4%
AIM
1316
Aspen Investment Management
Michigan
$679K +$3.38K +27 +0.5%
FWP
1317
Firethorn Wealth Partners
Georgia
$677K +$137K +1,098 +27%
OAM
1318
Ostrum Asset Management
France
$676K +$481K +3,851 +294%
HI
1319
Hendershot Investments
Virginia
$675K
BFA
1320
Bill Few Associates
Pennsylvania
$674K +$3K +24 +0.5%
AGWCA
1321
Annis Gardner Whiting Capital Advisors
Florida
$673K +$62K +496 +11%
EFM
1322
E Fund Management
China
$671K +$640K +5,123 New
PFA
1323
Pettinga Financial Advisors
Indiana
$661K
GIP
1324
Greatmark Investment Partners
Georgia
$661K +$18.6K +149 +3%
WPC
1325
White Pine Capital
Minnesota
$659K +$171K +1,365 +37%