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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
GSEP
726
Golden State Equity Partners
California
$2.54M
AAMA
727
Advanced Asset Management Advisors
Ohio
$2.53M
DCM
728
Donaldson Capital Management
Indiana
$2.53M
WS
729
Wedbush Securities
California
$2.53M
IWM
730
IHT Wealth Management
Illinois
$2.53M
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M
BCP
732
Berkeley Capital Partners
Georgia
$2.52M
PTC
733
Private Trust Company
Ohio
$2.51M
JIP
734
Jaffetilchin Investment Partners
Florida
$2.51M
RFN
735
RDA Financial Network
Iowa
$2.5M
DIP
736
Davis Investment Partners
North Carolina
$2.5M
AA
737
Advisory Alpha
Michigan
$2.49M
WANY
738
Wealthspire Advisors (New York)
New York
$2.49M
DA
739
Dougherty & Associates
Florida
$2.48M
SG
740
StoneX Group
New York
$2.47M
CICI
741
Capital Investment Counsel Inc
North Carolina
$2.47M
LNWTC
742
Laird Norton Wetherby Trust Company
Washington
$2.47M
NHC
743
Nicholas Hoffman & Company
Georgia
$2.47M
CP
744
Cornerstone Planning
North Carolina
$2.46M
CFO
745
Callan Family Office
Pennsylvania
$2.46M
WBC
746
Westpac Banking Corp
Australia
$2.45M
WHG
747
Westwood Holdings Group
Texas
$2.45M
WA
748
Wealth Alliance
New York
$2.45M
PWM
749
Perigon Wealth Management
California
$2.44M
WWMSC
750
Wagner Wealth Management (South Carolina)
South Carolina
$2.42M