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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
OL
951
Odyssean LLC
Connecticut
$1.49M
TIA
952
Trust Investment Advisors
Indiana
$1.49M
CA
953
Continuum Advisory
Idaho
$1.48M
CTA
954
Chesley Taft & Associates
Illinois
$1.48M
LWP
955
LMG Wealth Partners
Louisiana
$1.48M
SOAM
956
SBI Okasan Asset Management
Japan
$1.48M
GSB
957
Greenfield Savings Bank
Massachusetts
$1.47M
HH
958
Hilltop Holdings
Texas
$1.47M
MFIM
959
Mesirow Financial Investment Management
Illinois
$1.47M
OF
960
Outfitter Financial
Maine
$1.47M
RGF
961
Retirement Guys Formula
Ohio
$1.46M
BO
962
Bank OZK
Arkansas
$1.45M
AP
963
Advisortrust Partners
North Carolina
$1.44M
DWM
964
Diversify Wealth Management
Utah
$1.44M
RWM
965
Revisor Wealth Management
Ohio
$1.43M
ILI
966
Invesco LLC (Illinois)
Illinois
$1.43M
BAM
967
Belpointe Asset Management
Nevada
$1.43M
Fisher Asset Management
968
Fisher Asset Management
Washington
$1.42M
SWM
969
Segment Wealth Management
Texas
$1.42M
FMI
970
Frec Markets Inc
California
$1.42M
FPL
971
Fortress Private Ledger
North Carolina
$1.41M
CG
972
Corundum Group
Colorado
$1.41M
VA
973
Valmark Advisers
Ohio
$1.41M
WPP
974
Whalerock Point Partners
Rhode Island
$1.41M
PWP
975
Phillips Wealth Planners
Mississippi
$1.4M