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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
SP
801
Successful Portfolios
Florida
$2.02M
QCG
802
Quadrant Capital Group
Ohio
$2.02M
KA
803
Kovack Advisors
Florida
$2.02M
FNT
804
First National Trust
Pennsylvania
$2.01M
JWM
805
Jeppson Wealth Management
California
$2.01M
CFWMA
806
Center for Wealth Management Advisory
Ohio
$2M
IIM
807
InTrack Investment Management
Vermont
$2M
RWM
808
RKL Wealth Management
Pennsylvania
$2M
CCWA
809
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M
SAW
810
Signal Advisors Wealth
Michigan
$1.99M
IAN
811
Integrated Advisors Network
Texas
$1.99M
GWA
812
Gibson Wealth Advisors
Texas
$1.96M
HDIM
813
Hanson & Doremus Investment Management
Vermont
$1.96M
RC
814
Rahlfs Capital
Texas
$1.96M
MWM
815
Mission Wealth Management
California
$1.96M
CHC
816
City Holding Co
West Virginia
$1.95M
GAM
817
Grandview Asset Management
Pennsylvania
$1.95M
UCB
818
United Community Bank
South Carolina
$1.95M
PPW
819
Parcion Private Wealth
Washington
$1.94M
SAI
820
Savvy Advisors Inc
New York
$1.93M
MWM
821
Modern Wealth Management
Kansas
$1.93M
VA
822
VestGen Advisors
Illinois
$1.91M
BSA
823
Bull Street Advisors
Georgia
$1.91M
CWS
824
Confluence Wealth Services
Pennsylvania
$1.91M
SC
825
Scotia Capital
Ontario, Canada
$1.91M