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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
EWM
1051
Evermay Wealth Management
Virginia
$1.16M
TCBWMS
1052
Texas Capital Bank Wealth Management Services
Texas
$1.16M
FDS
1053
First Dallas Securities
Texas
$1.16M
CA
1054
CoreCap Advisors
Michigan
$1.15M
AA
1055
Ancora Advisors
Ohio
$1.15M
CI
1056
CX Institutional
Indiana
$1.15M
VCM
1057
Violich Capital Management
California
$1.14M
CIA
1058
Cape Investment Advisory
Georgia
$1.14M
HFS
1059
Horizon Financial Services
North Carolina
$1.14M
NI
1060
Nepsis Inc
Minnesota
$1.14M
HA
1061
Huntleigh Advisors
Missouri
$1.13M
SLI
1062
Sumitomo Life Insurance
Japan
$1.13M
CWA
1063
Cura Wealth Advisors
Illinois
$1.13M
RC
1064
Rithm Capital
New York
$1.13M
SCI
1065
Stableford Capital II
Arizona
$1.12M
IPWA
1066
International Private Wealth Advisors
California
$1.12M
C
1067
Croban
Ohio
$1.12M
NRS
1068
Neville Rodie & Shaw
New York
$1.11M
CCWM
1069
Cassaday & Co Wealth Management
Virginia
$1.11M
ISS
1070
Intesa Sanpaolo SpA.
Italy
$1.11M
IA
1071
Inspire Advisors
Idaho
$1.11M
IA
1072
Integrity Alliance
Iowa
$1.11M
TIAA Trust, National Association
1073
TIAA Trust, National Association
North Carolina
$1.11M
FCAS
1074
First Command Advisory Services
Texas
$1.1M
CP
1075
CenterBook Partners
Connecticut
$1.09M