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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
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$7.27M
Brown Advisory
402
Brown Advisory
Maryland
$7.24M
UOTTAIMCU
403
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.19M
Vontobel Holding
404
Vontobel Holding
Switzerland
$7.18M
SFA
405
Sequoia Financial Advisors
Ohio
$7.17M
EA
406
Ellsworth Advisors
Ohio
$7.17M
CAG
407
Csenge Advisory Group
Florida
$7.15M
BA
408
BCM Advisors
Louisiana
$7.15M
DAS
409
Dynamic Advisor Solutions
Arizona
$7.13M
CG
410
Caprock Group
Idaho
$7.09M
JPWM
411
Jamison Private Wealth Management
Georgia
$7.01M
TI
412
Tidal Investments
Wisconsin
$6.96M
GWM
413
Geneos Wealth Management
Colorado
$6.92M
PMG
414
ProVise Management Group
Florida
$6.91M
MC
415
Moors & Cabot
Massachusetts
$6.89M
CCM
416
Coldstream Capital Management
Washington
$6.86M
SWP
417
Stratos Wealth Partners
Ohio
$6.85M
CPL
418
Capital & Planning LLC
Georgia
$6.83M
SBWIC
419
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.79M
EF
420
Empowered Funds
Pennsylvania
$6.75M
CL
421
Choreo LLC
Illinois
$6.75M
PP
422
Prudential plc
United Kingdom
$6.74M
TPCW
423
TD Private Client Wealth
New York
$6.71M
CC
424
Constitution Capital
Connecticut
$6.64M
EP
425
Edgestream Partners
New Jersey
$6.59M