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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
BIA
1126
Bigelow Investment Advisors
Maine
$986K
AWM
1127
Angeles Wealth Management
California
$986K
PJSIMP
1128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$977K
HCM
1129
Hengehold Capital Management
Ohio
$974K
ACGA
1130
Atlanta Consulting Group Advisors
Georgia
$973K
GWM
1131
Graybill Wealth Management
Illinois
$973K
GWA
1132
Gratus Wealth Advisors
Virginia
$969K
CL
1133
CVFG LLC
Indiana
$969K
LFA
1134
Legacy Financial Advisors
Kentucky
$968K
KFA
1135
Kapstone Financial Advisors
Ohio
$963K
CI
1136
Cigna Investments
Connecticut
$962K
BWM
1137
BCS Wealth Management
Tennessee
$960K
PA
1138
Persium Advisors
Georgia
$960K
SWM
1139
Stockman Wealth Management
Montana
$960K
BIM
1140
Baldwin Investment Management
Pennsylvania
$959K
PAG
1141
Powers Advisory Group
Illinois
$958K
GFP
1142
Gryphon Financial Partners
Ohio
$957K
ZWA
1143
Zinnia Wealth Advisory
Florida
$953K
GI
1144
Gradient Investments
Minnesota
$952K
PAI
1145
Pittenger & Anderson Inc
Nebraska
$949K
CAM
1146
Cidel Asset Management
Ontario, Canada
$949K
SWA
1147
Stratos Wealth Advisors
Ohio
$944K
CBT
1148
Crews Bank & Trust
Florida
$944K
LF
1149
Lantz Financial
Illinois
$937K
MS
1150
Madden Securities
Texas
$932K