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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
NCM
876
Novare Capital Management
North Carolina
$1.71M
PWG
877
Portside Wealth Group
Utah
$1.71M
AIA
878
AssuredPartners Investment Advisors
Florida
$1.71M
BWP
879
Balboa Wealth Partners
Arizona
$1.71M
BS
880
Banco Santander
Spain
$1.71M
EFG
881
Ethos Financial Group
Pennsylvania
$1.7M
QI
882
Qtron Investments
Massachusetts
$1.7M
CAMV
883
Concord Asset Management (Virginia)
Virginia
$1.7M
OWM
884
Orca Wealth Management
Florida
$1.69M
TCPW
885
Twin City Private Wealth
North Carolina
$1.69M
AC
886
Apella Capital
Connecticut
$1.69M
KCM
887
Kennondale Capital Management
Virginia
$1.68M
CCP
888
Cassia Capital Partners
North Carolina
$1.68M
TG
889
TCW Group
California
$1.68M
WG
890
Welch Group
Alabama
$1.68M
WDG
891
Wealth Dimensions Group
Ohio
$1.68M
Luther King Capital Management (LKCM)
892
Luther King Capital Management (LKCM)
Texas
$1.67M
CFB
893
Cullen/Frost Bankers
Texas
$1.66M
MIM
894
MTM Investment Management
South Carolina
$1.65M
SHF
895
Safe Harbor Fiduciary
Florida
$1.65M
AF
896
AGP Franklin
Tennessee
$1.65M
MBTD
897
Mechanics Bank - Trust Department
California
$1.65M
CGF
898
Constant Guidance Financial
Massachusetts
$1.65M
PFM
899
Premier Fund Managers
United Kingdom
$1.65M
ACG
900
Allen Capital Group
Nebraska
$1.64M