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Duke Energy

2,439 hedge funds and large institutions have $70.7B invested in Duke Energy in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 1,073 increasing their positions, 812 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$694M
Puts
$343M
Net Calls
Net Calls Change

Top Buyers

1 +$336M
2 +$267M
3 +$139M
4
Goldman Sachs
Goldman Sachs
New York
+$138M
5
Marshall Wace
Marshall Wace
United Kingdom
+$111M

Top Sellers

1 -$749M
2 -$218M
3 -$207M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$144M
5
Amundi
Amundi
France
-$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
2501
Kestra Investment Management
Texas
A
2502
Argentarii
Ohio
CWM
2503
Collaborative Wealth Management
Florida
MWP
2504
Madison Wealth Partners
Wisconsin
SL
2505
Summitry LLC
California
LA
2506
Legacy Advisors
Pennsylvania
KPWG
2507
KFA Private Wealth Group
Virginia
LNB
2508
Ledyard National Bank
MCM
2509
Mitchell Capital Management
Kansas
PBF
2510
Petix & Botte Financial
California
ITB
2511
Idaho Trust Bank
Idaho
NCTC
2512
New Covenant Trust Company
Indiana
HT
2513
Heritage Trust
Oklahoma
UFF
2514
USA Financial Formulas
Michigan
EW
2515
Elyxium Wealth
California
OCM
2516
Osterweis Capital Management
California
HP
2517
Havemeyer Place
Connecticut
TPBG
2518
Turning Point Benefit Group
Maryland
ACM
2519
Aquatic Capital Management
Illinois
Simplex Trading
2520
Simplex Trading
Illinois
FDCP
2521
Foster Dykema Cabot & Partners
Massachusetts
FIA
2522
FNY Investment Advisers
New York
WWA
2523
Wealth Watch Advisors
Colorado
SA
2524
Strategic Advocates
Utah
BCM
2525
Basso Capital Management
Connecticut