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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
QI
876
Qtron Investments
Massachusetts
$1.7M
CAMV
877
Concord Asset Management (Virginia)
Virginia
$1.7M
OWM
878
Orca Wealth Management
Florida
$1.69M
TCPW
879
Twin City Private Wealth
North Carolina
$1.69M
AC
880
Apella Capital
Connecticut
$1.69M
KCM
881
Kennondale Capital Management
Virginia
$1.68M
CCP
882
Cassia Capital Partners
North Carolina
$1.68M
TG
883
TCW Group
California
$1.68M
WG
884
Welch Group
Alabama
$1.68M
WDG
885
Wealth Dimensions Group
Ohio
$1.68M
Luther King Capital Management (LKCM)
886
Luther King Capital Management (LKCM)
Texas
$1.67M
CFB
887
Cullen/Frost Bankers
Texas
$1.66M
MIM
888
MTM Investment Management
South Carolina
$1.65M
SHF
889
Safe Harbor Fiduciary
Florida
$1.65M
AF
890
AGP Franklin
Tennessee
$1.65M
MBTD
891
Mechanics Bank - Trust Department
California
$1.65M
CGF
892
Constant Guidance Financial
Massachusetts
$1.65M
PFM
893
Premier Fund Managers
United Kingdom
$1.65M
EFG
894
Everhart Financial Group
Ohio
$1.64M
BFWM
895
Bright Futures Wealth Management
New York
$1.64M
PG
896
Patten Group
Tennessee
$1.64M
ZIC
897
ZWJ Investment Counsel
Georgia
$1.64M
RBA
898
Richard Bernstein Advisors
New York
$1.63M
SFA
899
Souders Financial Advisors
Ohio
$1.63M
PA
900
Parallel Advisors
California
$1.63M