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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
ONSWM
601
Old North State Wealth Management
North Carolina
$3.88M
FHWM
602
Fox Hill Wealth Management
Massachusetts
$3.87M
SAMC
603
Spectrum Asset Management (California)
California
$3.87M
Kovitz Investment Group Partners
604
Kovitz Investment Group Partners
Illinois
$3.86M
CA
605
CGN Advisors
Kansas
$3.83M
ATPW
606
Ashton Thomas Private Wealth
Arizona
$3.81M
MHS
607
M Holdings Securities
Oregon
$3.81M
TSWM
608
Triangle Securities Wealth Management
North Carolina
$3.8M
EWA
609
EP Wealth Advisors
California
$3.77M
Los Angeles Capital Management
610
Los Angeles Capital Management
California
$3.77M
1832 Asset Management
611
1832 Asset Management
Ontario, Canada
$3.76M
SCB
612
Saudi Central Bank
Saudi Arabia
$3.76M
LWL
613
Leo Wealth LLC
Texas
$3.76M
TRCT
614
Tower Research Capital (TRC)
New York
$3.73M
MWM
615
Modera Wealth Management
New Jersey
$3.73M
SFP
616
Shepherd Financial Partners
Massachusetts
$3.7M
CF
617
Convergence Financial
Missouri
$3.7M
AWE
618
Avidian Wealth Enterprises
Texas
$3.67M
SSWM
619
Sheets Smith Wealth Management
North Carolina
$3.67M
RPGK
620
Retirement Planning Group (Kansas)
Kansas
$3.61M
GW
621
Griffith & Werner
Georgia
$3.6M
AG
622
Ascent Group
Virginia
$3.59M
ET
623
Equitable Trust
Tennessee
$3.59M
AF
624
Apollon Financial
South Carolina
$3.54M
EWM
625
Empirical Wealth Management
Washington
$3.53M