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Duke Energy

2,441 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, 813 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
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
GWA
1126
Gratus Wealth Advisors
Virginia
$969K
CL
1127
CVFG LLC
Indiana
$969K
LFA
1128
Legacy Financial Advisors
Kentucky
$968K
KFA
1129
Kapstone Financial Advisors
Ohio
$963K
CI
1130
Cigna Investments
Connecticut
$962K
BWM
1131
BCS Wealth Management
Tennessee
$960K
PA
1132
Persium Advisors
Georgia
$960K
SWM
1133
Stockman Wealth Management
Montana
$960K
BIM
1134
Baldwin Investment Management
Pennsylvania
$959K
PAG
1135
Powers Advisory Group
Illinois
$958K
GFP
1136
Gryphon Financial Partners
Ohio
$957K
ZWA
1137
Zinnia Wealth Advisory
Florida
$953K
GI
1138
Gradient Investments
Minnesota
$952K
PAI
1139
Pittenger & Anderson Inc
Nebraska
$949K
CAM
1140
Cidel Asset Management
Ontario, Canada
$949K
SWA
1141
Stratos Wealth Advisors
Ohio
$944K
CBT
1142
Crews Bank & Trust
Florida
$944K
LF
1143
Lantz Financial
Illinois
$937K
MS
1144
Madden Securities
Texas
$932K
WFI
1145
West Family Investments
California
$928K
HT
1146
Headlands Technologies
Illinois
$927K
AIC
1147
Archer Investment Corporation
Indiana
$916K
AIP
1148
Ameritas Investment Partners
Nebraska
$913K
LCM
1149
LVM Capital Management
Michigan
$909K
CWMP
1150
Clarion Wealth Managment Partners
Virginia
$908K