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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
SAI
826
Savvy Advisors Inc
New York
$1.93M
MWM
827
Modern Wealth Management
Kansas
$1.93M
VA
828
VestGen Advisors
Illinois
$1.91M
BSA
829
Bull Street Advisors
Georgia
$1.91M
CWS
830
Confluence Wealth Services
Pennsylvania
$1.91M
SC
831
Scotia Capital
Ontario, Canada
$1.91M
PWW
832
Pettyjohn Wood & White
Virginia
$1.9M
CI Investments Inc
833
CI Investments Inc
Ontario, Canada
$1.9M
Man Group
834
Man Group
United Kingdom
$1.9M
LOAMS
835
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.9M
PWP
836
Private Wealth Partners
California
$1.9M
BAM
837
Blueshift Asset Management
New Jersey
$1.89M
BFO
838
Biltmore Family Office
North Carolina
$1.89M
VCM
839
Voleon Capital Management
California
$1.89M
CWP
840
Concord Wealth Partners
Virginia
$1.89M
WA
841
WealthTrust Axiom
Pennsylvania
$1.89M
BL
842
BFSG LLC
California
$1.87M
RFA
843
ROI Financial Advisors
Oregon
$1.87M
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$1.87M
MCA
845
MSH Capital Advisors
Arizona
$1.86M
SOS
846
Silver Oak Securities
Tennessee
$1.86M
MFP
847
Meridian Financial Partners
Virginia
$1.86M
NAM
848
NTV Asset Management
West Virginia
$1.86M
AA
849
ALPS Advisors
Colorado
$1.85M
NFSG
850
Newbridge Financial Services Group
Florida
$1.85M