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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
WMA
1151
West Michigan Advisors
Michigan
$908K
KA
1152
KLCM Advisors
Wisconsin
$907K
WT
1153
Whittier Trust
California
$905K
V
1154
VeraBank
Texas
$904K
FLPIM
1155
F.L. Putnam Investment Management
Massachusetts
$901K
CFS
1156
Cannon Financial Strategists
Georgia
$900K
MCM
1157
Manchester Capital Management
Vermont
$900K
GHA
1158
GW Henssler & Associates
Georgia
$897K
VSQM
1159
V-Square Quantitative Management
Illinois
$896K
SIA
1160
Soltis Investment Advisors
Utah
$887K
STA
1161
Smith Thornton Advisors
Alabama
$885K
AWA
1162
Adapt Wealth Advisors
Georgia
$884K
PA
1163
Procyon Advisors
Connecticut
$882K
HW
1164
HORAN Wealth
Ohio
$881K
HBT
1165
Hills Bank & Trust
Iowa
$880K
CS
1166
Capital Square
Tennessee
$879K
LWAM
1167
Legacy Wealth Asset Management
Minnesota
$878K
PCMN
1168
Paradigm Capital Management (Nevada)
Nevada
$877K
CAM
1169
Carret Asset Management
New York
$876K
WT
1170
Washington Trust
Rhode Island
$872K
VVP
1171
Venture Visionary Partners
Ohio
$872K
FTC
1172
Farmers Trust Company
Ohio
$869K
CF
1173
Claris Financial
Virginia
$866K
MFC
1174
Mechanics Financial Corp
Ohio
$865K
CNBOF
1175
City National Bank of Florida
Florida
$864K