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Duke Energy

2,463 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, 1,082 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,463
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
NP
1126
Nilsine Partners
Colorado
$988K
BRWM
1127
Blue Rock Wealth Management
North Carolina
$987K
MFA
1128
Mayflower Financial Advisors
Massachusetts
$987K
BIA
1129
Bigelow Investment Advisors
Maine
$986K
AWM
1130
Angeles Wealth Management
California
$986K
PJSIMP
1131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$977K
HCM
1132
Hengehold Capital Management
Ohio
$974K
ACGA
1133
Atlanta Consulting Group Advisors
Georgia
$973K
GWM
1134
Graybill Wealth Management
Illinois
$973K
GWA
1135
Gratus Wealth Advisors
Virginia
$969K
CL
1136
CVFG LLC
Indiana
$969K
LFA
1137
Legacy Financial Advisors
Kentucky
$968K
KFA
1138
Kapstone Financial Advisors
Ohio
$963K
CI
1139
Cigna Investments
Connecticut
$962K
BWM
1140
BCS Wealth Management
Tennessee
$960K
PA
1141
Persium Advisors
Georgia
$960K
SWM
1142
Stockman Wealth Management
Montana
$960K
BIM
1143
Baldwin Investment Management
Pennsylvania
$959K
PAG
1144
Powers Advisory Group
Illinois
$958K
GFP
1145
Gryphon Financial Partners
Ohio
$957K
ZWA
1146
Zinnia Wealth Advisory
Florida
$953K
GI
1147
Gradient Investments
Minnesota
$952K
PAI
1148
Pittenger & Anderson Inc
Nebraska
$949K
CAM
1149
Cidel Asset Management
Ontario, Canada
$949K
SWA
1150
Stratos Wealth Advisors
Ohio
$944K