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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
SGC
601
Slocum, Gordon & Co
Rhode Island
$3.91M
MA
602
Montag & Associates
Georgia
$3.9M
PA
603
Pinnacle Associates
New York
$3.89M
BBHC
604
Brown Brothers Harriman & Co
New York
$3.88M
ONSWM
605
Old North State Wealth Management
North Carolina
$3.88M
FHWM
606
Fox Hill Wealth Management
Massachusetts
$3.87M
SAMC
607
Spectrum Asset Management (California)
California
$3.87M
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$3.86M
CA
609
CGN Advisors
Kansas
$3.83M
ATPW
610
Ashton Thomas Private Wealth
Arizona
$3.81M
MHS
611
M Holdings Securities
Oregon
$3.81M
TSWM
612
Triangle Securities Wealth Management
North Carolina
$3.8M
EWA
613
EP Wealth Advisors
California
$3.77M
Los Angeles Capital Management
614
Los Angeles Capital Management
California
$3.77M
1832 Asset Management
615
1832 Asset Management
Ontario, Canada
$3.76M
SCB
616
Saudi Central Bank
Saudi Arabia
$3.76M
LWL
617
Leo Wealth LLC
Texas
$3.76M
TRCT
618
Tower Research Capital (TRC)
New York
$3.73M
MWM
619
Modera Wealth Management
New Jersey
$3.73M
SFP
620
Shepherd Financial Partners
Massachusetts
$3.7M
CF
621
Convergence Financial
Missouri
$3.7M
AWE
622
Avidian Wealth Enterprises
Texas
$3.67M
SSWM
623
Sheets Smith Wealth Management
North Carolina
$3.67M
RPGK
624
Retirement Planning Group (Kansas)
Kansas
$3.61M
GW
625
Griffith & Werner
Georgia
$3.6M