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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
HL
1326
HeadInvest LLC
Maine
$658K -$6.88K -55 -1%
BAM
1327
Broyhill Asset Management
North Carolina
$655K
TA
1328
TruWealth Advisors
Louisiana
$655K +$8.63K +69 +1%
AWMM
1329
Aegis Wealth Management (Maryland)
Maryland
$655K -$131K -1,044 -17%
CCA
1330
Childress Capital Advisors
Texas
$654K +$20.3K +162 +3%
HI
1331
Hudock Inc
Pennsylvania
$652K +$27.5K +220 +5%
WAM
1332
Walker Asset Management
Missouri
$651K +$10.6K +85 +2%
SWM
1333
SeaCrest Wealth Management
New York
$649K -$4.38K -35 -0.7%
HP
1334
Holistic Planning
Texas
$649K +$48.3K +386 +8%
CWM
1335
Calamos Wealth Management
Illinois
$646K +$103K +825 +20%
C
1336
Certuity
Florida
$645K +$201K +1,606 +48%
RL
1337
Rogco LP
Oklahoma
$644K
UPS
1338
UHLMANN PRICE SECURITIES
Illinois
$644K +$632K +5,056 New
SAA
1339
Southeast Asset Advisors
Georgia
$642K +$875 +7 +0.1%
JRPIM
1340
Journey Retirement Planning & Investment Management
Idaho
$639K -$1.34M -10,711 -69%
MFGM
1341
Marshall Financial Group (Maryland)
Maryland
$638K -$145K -1,156 -19%
BB
1342
Busey Bank
Illinois
$636K -$122K -976 -17%
DBRC
1343
D.B. Root & Company
Pennsylvania
$634K +$10.5K +84 +2%
CPA
1344
Capital Performance Advisors
California
$634K -$6.25K -50 -1%
NB
1345
NBT Bank
New York
$633K -$31.9K -255 -5%
TWP
1346
Tyche Wealth Partners
Texas
$633K
BIM
1347
Bridges Investment Management
Nebraska
$632K -$39K -312 -6%
GIA
1348
Gladstone Institutional Advisory
Florida
$631K +$69.9K +559 +13%
RGC
1349
Roberts, Glore & Co
Illinois
$631K +$125 +1 +0%
NL
1350
NWAM LLC
Washington
$630K -$23.8K -190 -4%