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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
PMIA
801
Patrick Mauro Investment Advisor
Illinois
$2.09M
BI
802
Ballast Inc
Kentucky
$2.09M
AW
803
Alchemi Wealth
Connecticut
$2.09M
MB
804
MidFirst Bank
Oklahoma
$2.07M
CAM
805
Cresset Asset Management
Illinois
$2.06M
CC
806
Cornerstone Capital
California
$2.04M
AO
807
Advisor OS
Illinois
$2.04M
VIA
808
Victrix Investment Advisors
Florida
$2.03M
AC
809
AlphaCore Capital
California
$2.02M
SP
810
Successful Portfolios
Florida
$2.02M
QCG
811
Quadrant Capital Group
Ohio
$2.02M
KA
812
Kovack Advisors
Florida
$2.02M
FNT
813
First National Trust
Pennsylvania
$2.01M
JWM
814
Jeppson Wealth Management
California
$2.01M
CFWMA
815
Center for Wealth Management Advisory
Ohio
$2M
IIM
816
InTrack Investment Management
Vermont
$2M
RWM
817
RKL Wealth Management
Pennsylvania
$2M
CCWA
818
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M
SAW
819
Signal Advisors Wealth
Michigan
$1.99M
IAN
820
Integrated Advisors Network
Texas
$1.99M
GWA
821
Gibson Wealth Advisors
Texas
$1.96M
HDIM
822
Hanson & Doremus Investment Management
Vermont
$1.96M
RC
823
Rahlfs Capital
Texas
$1.96M
MWM
824
Mission Wealth Management
California
$1.96M
CHC
825
City Holding Co
West Virginia
$1.95M