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Duke Energy

2,440 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, 1,073 increasing their positions, 812 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,440
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
HIMC
926
Heritage Investors Management Corp
Maryland
$1.53M
LA
927
LVW Advisors
New York
$1.53M
TC
928
TownSquare Capital
Utah
$1.53M
LF
929
LifePlan Financial
Minnesota
$1.52M
BHA
930
Beech Hill Advisors
New York
$1.52M
OKSA
931
O'Keefe Stevens Advisory
New York
$1.52M
RIG
932
RiverFront Investment Group
Virginia
$1.52M
RA
933
RFG Advisory
Alabama
$1.52M
AFP
934
Ausdal Financial Partners
Iowa
$1.52M
JSW
935
Journey Strategic Wealth
New Jersey
$1.51M
HTC
936
Haverford Trust Company
Pennsylvania
$1.51M
B
937
Bellecapital
Switzerland
$1.51M
AWM
938
Allen Wealth Management
North Carolina
$1.51M
LC
939
LCNB Corp
Ohio
$1.5M
IFG
940
Independent Financial Group
California
$1.5M
EWA
941
EverSource Wealth Advisors
Alabama
$1.49M
WFS
942
Widmann Financial Services
Maryland
$1.49M
CS
943
Candriam SCA
Luxembourg
$1.49M
OL
944
Odyssean LLC
Connecticut
$1.49M
TIA
945
Trust Investment Advisors
Indiana
$1.49M
CA
946
Continuum Advisory
Idaho
$1.48M
CTA
947
Chesley Taft & Associates
Illinois
$1.48M
LWP
948
LMG Wealth Partners
Louisiana
$1.48M
SOAM
949
SBI Okasan Asset Management
Japan
$1.48M
GSB
950
Greenfield Savings Bank
Massachusetts
$1.47M