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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
VA
976
Valmark Advisers
Ohio
$1.41M
WPP
977
Whalerock Point Partners
Rhode Island
$1.41M
PWP
978
Phillips Wealth Planners
Mississippi
$1.4M
CI
979
Cherokee Insurance
Michigan
$1.4M
BP
980
Ballentine Partners
Massachusetts
$1.4M
EGA
981
Eagle Global Advisors
Texas
$1.39M
FNFDCM
982
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.39M
FCB
983
First County Bank
Connecticut
$1.39M
FCM
984
Fourpath Capital Management
Oklahoma
$1.39M
RF
985
Roxbury Financial
New Jersey
$1.38M
AHIA
986
Andrew Hill Investment Advisors
Florida
$1.38M
SC
987
Syon Capital
California
$1.38M
ClearBridge Investments
988
ClearBridge Investments
New York
$1.38M
HSA
989
HBK Sorce Advisory
Pennsylvania
$1.38M
TTWM
990
TCV Trust & Wealth Management
Virginia
$1.38M
CM
991
Capula Management
Cayman Islands
$1.38M
HKIM
992
Hayek Kallen Investment Management
Alabama
$1.37M
BIP
993
Blueprint Investment Partners
North Carolina
$1.37M
MIA
994
MainStreet Investment Advisors
Illinois
$1.37M
DBFM
995
Dickmeyer Boyce Financial Management
Indiana
$1.37M
BWM
996
Bluebird Wealth Management
Massachusetts
$1.37M
SC
997
Schulhoff & Co
Ohio
$1.37M
FT
998
Fiduciary Trust
Massachusetts
$1.36M
WWM
999
Western Wealth Management
Colorado
$1.36M
AWA
1000
Aaron Wealth Advisors
Illinois
$1.35M