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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
GCM
1001
Gables Capital Management
Florida
$1.3M
FC
1002
FCA Corp
Texas
$1.3M
CT
1003
Chicago Trust
Illinois
$1.29M
MG
1004
Mather Group
Illinois
$1.28M
HCP
1005
Hexagon Capital Partners
Arkansas
$1.27M
GC
1006
Grimes & Company
Massachusetts
$1.27M
BPWM
1007
BCS Private Wealth Management
New Jersey
$1.27M
BRWA
1008
B. Riley Wealth Advisors
Florida
$1.27M
HIA
1009
Harbor Investment Advisory
Maryland
$1.26M
FCCM
1010
First City Capital Management
Georgia
$1.26M
AFA
1011
AA Financial Advisors
Ohio
$1.25M
EPM
1012
Elm Partners Management
Pennsylvania
$1.25M
N
1013
Natixis
France
$1.25M
VAM
1014
Verity Asset Management
North Carolina
$1.25M
CCAM
1015
Cascades Capital Asset Management
North Carolina
$1.24M
SWM
1016
Sculati Wealth Management
Michigan
$1.24M
LFG
1017
Larson Financial Group
Missouri
$1.24M
ECM
1018
Evergreen Capital Management
Washington
$1.24M
VAS
1019
Vestmark Advisory Solutions
Massachusetts
$1.24M
KCPG
1020
Kavar Capital Partners Group
Kansas
$1.24M
KWA
1021
Kellett Wealth Advisors
Ohio
$1.23M
PWM
1022
Pines Wealth Management
North Carolina
$1.23M
DB
1023
Danske Bank
Denmark
$1.23M
RFA
1024
Rollins Financial Advisors
New York
$1.23M
APG
1025
Abacus Planning Group
South Carolina
$1.23M