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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
EWA
876
Exencial Wealth Advisors
Oklahoma
$1.72M
CAM
877
Columbia Asset Management
Michigan
$1.72M
CW
878
CreativeOne Wealth
Kansas
$1.71M
NCM
879
Novare Capital Management
North Carolina
$1.71M
PWG
880
Portside Wealth Group
Utah
$1.71M
AIA
881
AssuredPartners Investment Advisors
Florida
$1.71M
BWP
882
Balboa Wealth Partners
Arizona
$1.71M
BS
883
Banco Santander
Spain
$1.71M
EFG
884
Ethos Financial Group
Pennsylvania
$1.7M
QI
885
Qtron Investments
Massachusetts
$1.7M
CAMV
886
Concord Asset Management (Virginia)
Virginia
$1.7M
OWM
887
Orca Wealth Management
Florida
$1.69M
TCPW
888
Twin City Private Wealth
North Carolina
$1.69M
AC
889
Apella Capital
Connecticut
$1.69M
KCM
890
Kennondale Capital Management
Virginia
$1.68M
CCP
891
Cassia Capital Partners
North Carolina
$1.68M
TG
892
TCW Group
California
$1.68M
WG
893
Welch Group
Alabama
$1.68M
WDG
894
Wealth Dimensions Group
Ohio
$1.68M
Luther King Capital Management (LKCM)
895
Luther King Capital Management (LKCM)
Texas
$1.67M
CFB
896
Cullen/Frost Bankers
Texas
$1.66M
MIM
897
MTM Investment Management
South Carolina
$1.65M
SHF
898
Safe Harbor Fiduciary
Florida
$1.65M
AF
899
AGP Franklin
Tennessee
$1.65M
MBTD
900
Mechanics Bank - Trust Department
California
$1.65M