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Duke Energy

2,457 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, 1,081 increasing their positions, 819 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,457
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
PSP
401
Principal Street Partners
Tennessee
$7.3M
HEIP
402
Hudson Edge Investment Partners
New Jersey
$7.3M
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$7.27M
Brown Advisory
404
Brown Advisory
Maryland
$7.24M
UOTTAIMCU
405
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.19M
Vontobel Holding
406
Vontobel Holding
Switzerland
$7.18M
SFA
407
Sequoia Financial Advisors
Ohio
$7.17M
EA
408
Ellsworth Advisors
Ohio
$7.17M
CAG
409
Csenge Advisory Group
Florida
$7.15M
BA
410
BCM Advisors
Louisiana
$7.15M
DAS
411
Dynamic Advisor Solutions
Arizona
$7.13M
CG
412
Caprock Group
Idaho
$7.09M
JPWM
413
Jamison Private Wealth Management
Georgia
$7.01M
TI
414
Tidal Investments
Wisconsin
$6.96M
GWM
415
Geneos Wealth Management
Colorado
$6.92M
PMG
416
ProVise Management Group
Florida
$6.91M
MC
417
Moors & Cabot
Massachusetts
$6.89M
CCM
418
Coldstream Capital Management
Washington
$6.86M
SWP
419
Stratos Wealth Partners
Ohio
$6.85M
CPL
420
Capital & Planning LLC
Georgia
$6.83M
SBWIC
421
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.79M
EF
422
Empowered Funds
Pennsylvania
$6.75M
CL
423
Choreo LLC
Illinois
$6.75M
PP
424
Prudential plc
United Kingdom
$6.74M
TPCW
425
TD Private Client Wealth
New York
$6.71M