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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
OAM
476
Occidental Asset Management
California
$5.65M
ZBNA
477
Zions Bancorporation, National Association
Utah
$5.61M
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$5.61M
LFAS
479
Level Four Advisory Services
Texas
$5.58M
CIA
480
Covington Investment Advisors
Pennsylvania
$5.54M
TCM
481
Tufton Capital Management
Maryland
$5.54M
IA
482
IFP Advisors
Florida
$5.52M
WIA
483
World Investment Advisors
California
$5.5M
ISB
484
Iowa State Bank
Iowa
$5.48M
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$5.47M
NPT
486
Nixon Peabody Trust
Massachusetts
$5.46M
RRAM
487
River Road Asset Management
Kentucky
$5.44M
PWP
488
Principle Wealth Partners
Connecticut
$5.43M
WA
489
Wasatch Advisors
Utah
$5.42M
MCM
490
MAI Capital Management
Ohio
$5.37M
AWM
491
AE Wealth Management
Kansas
$5.36M
PFS
492
Physicians Financial Services
North Carolina
$5.33M
CSP
493
Cary Street Partners
Virginia
$5.3M
MDCM
494
Morgan Dempsey Capital Management
Wisconsin
$5.28M
BCV
495
Banque Cantonale Vaudoise
Switzerland
$5.28M
HWAM
496
Hennion & Walsh Asset Management
New Jersey
$5.27M
AMIM
497
Aull & Monroe Investment Management
Alabama
$5.25M
HIC
498
Holderness Investments Company
North Carolina
$5.23M
KF
499
KKM Financial
Illinois
$5.23M
VWMG
500
Virginia Wealth Management Group
Virginia
$5.22M