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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
JIP
726
Jaffetilchin Investment Partners
Florida
$2.51M
RFN
727
RDA Financial Network
Iowa
$2.5M
DIP
728
Davis Investment Partners
North Carolina
$2.5M
AA
729
Advisory Alpha
Michigan
$2.49M
WANY
730
Wealthspire Advisors (New York)
New York
$2.49M
DA
731
Dougherty & Associates
Florida
$2.48M
SG
732
StoneX Group
New York
$2.47M
CICI
733
Capital Investment Counsel Inc
North Carolina
$2.47M
LNWTC
734
Laird Norton Wetherby Trust Company
Washington
$2.47M
NHC
735
Nicholas Hoffman & Company
Georgia
$2.47M
CP
736
Cornerstone Planning
North Carolina
$2.46M
CFO
737
Callan Family Office
Pennsylvania
$2.46M
WBC
738
Westpac Banking Corp
Australia
$2.45M
WHG
739
Westwood Holdings Group
Texas
$2.45M
WA
740
Wealth Alliance
New York
$2.45M
PWM
741
Perigon Wealth Management
California
$2.44M
WWMSC
742
Wagner Wealth Management (South Carolina)
South Carolina
$2.42M
SIM
743
Stratos Investment Management
Ohio
$2.42M
AA
744
Argent Advisors
Louisiana
$2.41M
LWA
745
Ledgewood Wealth Advisors
New Hampshire
$2.41M
WWM
746
Wolff Wiese Magana
California
$2.4M
BCA
747
Bay Colony Advisors
Massachusetts
$2.4M
MSA
748
Marino Stram & Associates
Massachusetts
$2.37M
EGM
749
Engineers Gate Manager
New York
$2.36M
SP
750
SWS Partners
Ohio
$2.36M