DUK icon

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
MW
1101
Marble Wealth
Alabama
$1.04M
SC
1102
Sawyer & Company
Massachusetts
$1.03M
BHIA
1103
Birch Hill Investment Advisors
Massachusetts
$1.03M
DCA
1104
DB&C Advisors
Michigan
$1.03M
KJWM
1105
Kiley Juergens Wealth Management
Washington
$1.03M
ACS
1106
Archford Capital Strategies
Illinois
$1.03M
ESB
1107
Essex Savings Bank
Connecticut
$1.02M
NDBT
1108
North Dallas Bank & Trust
Texas
$1.02M
MYAM
1109
Meiji Yasuda Asset Management
Japan
$1.02M
IP
1110
Indivisible Partners
Florida
$1.01M
LWM
1111
LongView Wealth Management
Georgia
$1.01M
TMC
1112
Themes Management Co
Connecticut
$1.01M
SW
1113
Simplicity Wealth
New Jersey
$993K
CBOR
1114
Community Bank of Raymore
Missouri
$991K
WTC
1115
WhitTier Trust Company
Nevada
$990K
NP
1116
Nilsine Partners
Colorado
$988K
BRWM
1117
Blue Rock Wealth Management
North Carolina
$987K
MFA
1118
Mayflower Financial Advisors
Massachusetts
$987K
BIA
1119
Bigelow Investment Advisors
Maine
$986K
AWM
1120
Angeles Wealth Management
California
$986K
PJSIMP
1121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$977K
HCM
1122
Hengehold Capital Management
Ohio
$974K
ACGA
1123
Atlanta Consulting Group Advisors
Georgia
$973K
GWM
1124
Graybill Wealth Management
Illinois
$973K
GWA
1125
Gratus Wealth Advisors
Virginia
$969K