DUK icon

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
BL
276
BCWM LLC
Kansas
$15M
Bank of Nova Scotia
277
Bank of Nova Scotia
Ontario, Canada
$15M
Capital Fund Management (CFM)
278
Capital Fund Management (CFM)
France
$14.8M
UAS
279
United Asset Strategies
New York
$14.6M
NIM
280
NEOS Investment Management
Connecticut
$14.6M
MAM
281
Martingale Asset Management
Massachusetts
$14.4M
WA
282
Waverly Advisors
Alabama
$14.4M
NYLIM
283
New York Life Investment Management
New York
$14.2M
BCIM
284
British Columbia Investment Management
British Columbia, Canada
$14M
CIA
285
CCM Investment Advisers
South Carolina
$13.9M
BWL
286
Bogart Wealth LLC
Virginia
$13.8M
CFIA
287
Cantor Fitzgerald Investment Advisors
New York
$13.8M
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$13.4M
LBC
289
Lowe Brockenbrough & Co
Virginia
$13.3M
YCM
290
Yousif Capital Management
Michigan
$13.3M
JFG
291
Jefferies Financial Group
New York
$13.2M
NAM
292
Nissay Asset Management
Japan
$13.1M
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$13M
HWM
294
HFR Wealth Management
New York
$12.8M
VIM
295
Vinva Investment Management
Australia
$12.7M
SFG
296
SageGuard Financial Group
Tennessee
$12.7M
OHIS
297
Oak Harvest Investment Services
Texas
$12.7M
ACIM
298
Azimuth Capital Investment Management
Michigan
$12.6M
NAM
299
NorthCrest Asset Manangement
Minnesota
$12.5M
Millennium Management
300
Millennium Management
New York
$12.5M