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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
GWMIA
476
Global Wealth Management Investment Advisory
Florida
$5.61M
LFAS
477
Level Four Advisory Services
Texas
$5.58M
CIA
478
Covington Investment Advisors
Pennsylvania
$5.54M
TCM
479
Tufton Capital Management
Maryland
$5.54M
IA
480
IFP Advisors
Florida
$5.52M
WIA
481
World Investment Advisors
California
$5.5M
ISB
482
Iowa State Bank
Iowa
$5.48M
HCMT
483
Highland Capital Management (Tennessee)
Tennessee
$5.47M
NPT
484
Nixon Peabody Trust
Massachusetts
$5.46M
RRAM
485
River Road Asset Management
Kentucky
$5.44M
PWP
486
Principle Wealth Partners
Connecticut
$5.43M
WA
487
Wasatch Advisors
Utah
$5.42M
MCM
488
MAI Capital Management
Ohio
$5.37M
AWM
489
AE Wealth Management
Kansas
$5.36M
PFS
490
Physicians Financial Services
North Carolina
$5.33M
CSP
491
Cary Street Partners
Virginia
$5.3M
MDCM
492
Morgan Dempsey Capital Management
Wisconsin
$5.28M
BCV
493
Banque Cantonale Vaudoise
Switzerland
$5.28M
HWAM
494
Hennion & Walsh Asset Management
New Jersey
$5.27M
AMIM
495
Aull & Monroe Investment Management
Alabama
$5.25M
HIC
496
Holderness Investments Company
North Carolina
$5.23M
KF
497
KKM Financial
Illinois
$5.23M
VWMG
498
Virginia Wealth Management Group
Virginia
$5.22M
OIA
499
OneDigital Investment Advisors
Kansas
$5.21M
EAM
500
Eventide Asset Management
Massachusetts
$5.2M