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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
WS
726
Wedbush Securities
California
$2.53M
IWM
727
IHT Wealth Management
Illinois
$2.53M
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M
BCP
729
Berkeley Capital Partners
Georgia
$2.52M
PTC
730
Private Trust Company
Ohio
$2.51M
JIP
731
Jaffetilchin Investment Partners
Florida
$2.51M
RFN
732
RDA Financial Network
Iowa
$2.5M
DIP
733
Davis Investment Partners
North Carolina
$2.5M
AA
734
Advisory Alpha
Michigan
$2.49M
WANY
735
Wealthspire Advisors (New York)
New York
$2.49M
DA
736
Dougherty & Associates
Florida
$2.48M
SG
737
StoneX Group
New York
$2.47M
CICI
738
Capital Investment Counsel Inc
North Carolina
$2.47M
LNWTC
739
Laird Norton Wetherby Trust Company
Washington
$2.47M
NHC
740
Nicholas Hoffman & Company
Georgia
$2.47M
CP
741
Cornerstone Planning
North Carolina
$2.46M
CFO
742
Callan Family Office
Pennsylvania
$2.46M
WBC
743
Westpac Banking Corp
Australia
$2.45M
WHG
744
Westwood Holdings Group
Texas
$2.45M
WA
745
Wealth Alliance
New York
$2.45M
PWM
746
Perigon Wealth Management
California
$2.44M
WWMSC
747
Wagner Wealth Management (South Carolina)
South Carolina
$2.42M
SIM
748
Stratos Investment Management
Ohio
$2.42M
AA
749
Argent Advisors
Louisiana
$2.41M
LWA
750
Ledgewood Wealth Advisors
New Hampshire
$2.41M