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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
PT
551
Plimoth Trust
Massachusetts
$4.53M
KWA
552
Kingswood Wealth Advisors
California
$4.52M
BTI
553
Blue Trust Inc
Georgia
$4.49M
FC
554
Farringdon Capital
United Kingdom
$4.48M
RFC
555
Regions Financial Corp
Alabama
$4.46M
CCG
556
Cypress Capital Group
Florida
$4.44M
DCM
557
Davidson Capital Management
Texas
$4.42M
WCAMG
558
Woodard & Company Asset Management Group
North Carolina
$4.42M
PAM
559
Panagora Asset Management
Massachusetts
$4.4M
CT
560
Caldwell Trust
Florida
$4.38M
SCA
561
Snowden Capital Advisors
New York
$4.37M
AOWM
562
Asset One Wealth Management
Washington
$4.36M
SYBT
563
Stock Yards Bank & Trust
Kentucky
$4.33M
TYCC
564
Texas Yale Capital Corp
Florida
$4.31M
BG
565
Bahl & Gaynor
Ohio
$4.29M
AAIM
566
American Assets Investment Management
California
$4.28M
SFS
567
Sowell Financial Services
Arkansas
$4.27M
IWC
568
Integrated Wealth Concepts
Massachusetts
$4.25M
Arrowstreet Capital
569
Arrowstreet Capital
Massachusetts
$4.24M
HA
570
Hamel Associates
New Jersey
$4.2M
AWM
571
Axxcess Wealth Management
California
$4.18M
MSE
572
MUFG Securities EMEA
United Kingdom
$4.18M
NWM
573
Northcape Wealth Management
New York
$4.17M
STA
574
Summit Trail Advisors
New York
$4.17M
FA
575
Fiduciary Alliance
South Carolina
$4.14M