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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
DA
701
Dover Advisors
Virginia
$2.74M
IC
702
IEQ Capital
California
$2.73M
TT
703
TI-Trust
Illinois
$2.73M
CBTWT
704
Community Bank & Trust (Waco, Texas)
Texas
$2.73M
LWA
705
Lineweaver Wealth Advisors
Ohio
$2.72M
CAC
706
Certified Advisory Corp
Florida
$2.71M
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.68M
ET
708
Entropy Technologies
New York
$2.67M
HWM
709
Hohimer Wealth Management
Washington
$2.67M
GT
710
Greenleaf Trust
Michigan
$2.66M
LDB
711
Lee, Danner & Bass
Tennessee
$2.65M
RB
712
Rodgers Brothers
Pennsylvania
$2.62M
CWMS
713
Cannon Wealth Management Services
North Carolina
$2.6M
MAS
714
Meeder Advisory Services
Ohio
$2.56M
VFA
715
Valeo Financial Advisors
Indiana
$2.56M
MRP
716
Measured Risk Portfolios
California
$2.55M
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$2.54M
GSEP
718
Golden State Equity Partners
California
$2.54M
AAMA
719
Advanced Asset Management Advisors
Ohio
$2.53M
DCM
720
Donaldson Capital Management
Indiana
$2.53M
WS
721
Wedbush Securities
California
$2.53M
IWM
722
IHT Wealth Management
Illinois
$2.53M
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M
BCP
724
Berkeley Capital Partners
Georgia
$2.52M
PTC
725
Private Trust Company
Ohio
$2.51M