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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
MB
801
MidFirst Bank
Oklahoma
$2.07M
CAM
802
Cresset Asset Management
Illinois
$2.06M
CC
803
Cornerstone Capital
California
$2.04M
AO
804
Advisor OS
Illinois
$2.04M
VIA
805
Victrix Investment Advisors
Florida
$2.03M
AC
806
AlphaCore Capital
California
$2.02M
SP
807
Successful Portfolios
Florida
$2.02M
QCG
808
Quadrant Capital Group
Ohio
$2.02M
KA
809
Kovack Advisors
Florida
$2.02M
FNT
810
First National Trust
Pennsylvania
$2.01M
JWM
811
Jeppson Wealth Management
California
$2.01M
CFWMA
812
Center for Wealth Management Advisory
Ohio
$2M
IIM
813
InTrack Investment Management
Vermont
$2M
RWM
814
RKL Wealth Management
Pennsylvania
$2M
CCWA
815
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M
SAW
816
Signal Advisors Wealth
Michigan
$1.99M
IAN
817
Integrated Advisors Network
Texas
$1.99M
GWA
818
Gibson Wealth Advisors
Texas
$1.96M
HDIM
819
Hanson & Doremus Investment Management
Vermont
$1.96M
RC
820
Rahlfs Capital
Texas
$1.96M
MWM
821
Mission Wealth Management
California
$1.96M
CHC
822
City Holding Co
West Virginia
$1.95M
GAM
823
Grandview Asset Management
Pennsylvania
$1.95M
UCB
824
United Community Bank
South Carolina
$1.95M
PPW
825
Parcion Private Wealth
Washington
$1.94M