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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
CCWM
1076
Cassaday & Co Wealth Management
Virginia
$1.11M
ISS
1077
Intesa Sanpaolo SpA.
Italy
$1.11M
IA
1078
Inspire Advisors
Idaho
$1.11M
IA
1079
Integrity Alliance
Iowa
$1.11M
TIAA Trust, National Association
1080
TIAA Trust, National Association
North Carolina
$1.11M
FCAS
1081
First Command Advisory Services
Texas
$1.1M
CP
1082
CenterBook Partners
Connecticut
$1.09M
ACP
1083
Aviance Capital Partners
Florida
$1.09M
USCWA
1084
U.S. Capital Wealth Advisors
Texas
$1.09M
WHRC
1085
W.H. Reaves & Co
New Jersey
$1.08M
FRA
1086
Frank Rimerman Advisors
California
$1.08M
FPAS
1087
Focus Partners Advisor Solutions
Missouri
$1.08M
AWM
1088
Aprio Wealth Management
Georgia
$1.07M
TWM
1089
Thrive Wealth Management
Pennsylvania
$1.07M
ACM
1090
Alessandra Capital Management
California
$1.07M
RCAG
1091
Rehmann Capital Advisory Group
Michigan
$1.07M
HTIM
1092
Harbour Trust & Investment Management
Indiana
$1.06M
FVWA
1093
Foster Victor Wealth Advisors
South Carolina
$1.06M
GWANC
1094
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M
AFG
1095
Albion Financial Group
Utah
$1.05M
IAIM
1096
International Assets Investment Management
Florida
$1.05M
IB
1097
Intrust Bank
Kansas
$1.05M
CD
1098
Chapin Davis
Maryland
$1.05M
KCM
1099
Kanawha Capital Management
Virginia
$1.05M
AMBIA
1100
Allen Mooney & Barnes Investment Advisors
Georgia
$1.05M