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Duke Energy

2,463 hedge funds and large institutions have $70.7B invested in Duke Energy in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 1,082 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,463
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
PTP
701
Platform Technology Partners
New York
$2.77M
PGF
702
Plan Group Financial
Oklahoma
$2.77M
OFG
703
OmniStar Financial Group
North Carolina
$2.77M
PWS
704
Pursuit Wealth Strategies
North Carolina
$2.76M
JBC
705
Jefferson Bridge Capital
Tennessee
$2.76M
MWA
706
MFA Wealth Advisors
Pennsylvania
$2.76M
SAM
707
Securian Asset Management
Minnesota
$2.76M
VRM
708
Vectors Research Management
New York
$2.74M
DA
709
Dover Advisors
Virginia
$2.74M
IC
710
IEQ Capital
California
$2.73M
TT
711
TI-Trust
Illinois
$2.73M
CBTWT
712
Community Bank & Trust (Waco, Texas)
Texas
$2.73M
LWA
713
Lineweaver Wealth Advisors
Ohio
$2.72M
CAC
714
Certified Advisory Corp
Florida
$2.71M
KRSITF
715
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.68M
ET
716
Entropy Technologies
New York
$2.67M
HWM
717
Hohimer Wealth Management
Washington
$2.67M
GT
718
Greenleaf Trust
Michigan
$2.66M
LDB
719
Lee, Danner & Bass
Tennessee
$2.65M
RB
720
Rodgers Brothers
Pennsylvania
$2.62M
CWMS
721
Cannon Wealth Management Services
North Carolina
$2.6M
MAS
722
Meeder Advisory Services
Ohio
$2.56M
VFA
723
Valeo Financial Advisors
Indiana
$2.56M
MRP
724
Measured Risk Portfolios
California
$2.55M
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$2.54M