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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
AF
1176
Advisornet Financial
Minnesota
$862K
NFG
1177
Nations Financial Group
Iowa
$861K
JAG
1178
Journey Advisory Group
Kentucky
$859K
AIMA
1179
Ables Iannone Moore & Associates
Georgia
$857K
SKK
1180
Shepherd Kaplan Krochuk
Massachusetts
$855K
EWM
1181
EPG Wealth Management
Georgia
$854K
APP
1182
Avantax Planning Partners
Iowa
$854K
XPN
1183
XY Planning Network
Montana
$852K
BW
1184
BIP Wealth
Georgia
$851K
FSA
1185
Financial Security Advisor
Virginia
$849K
CSI
1186
Cross Staff Investments
New York
$844K
NW
1187
NewEdge Wealth
Pennsylvania
$844K
MA
1188
McGrath & Associates
North Carolina
$843K
SWP
1189
Strategic Wealth Partners
Ohio
$841K
CA
1190
Cornerstone Advisory
Maryland
$840K
3IP
1191
3Chopt Investment Partners
Virginia
$840K
CA
1192
Calton & Associates
Florida
$840K
FI
1193
Finivi Inc
Massachusetts
$839K
JGUA
1194
John G. Ullman & Associates
New York
$838K
JIC
1195
Joel Isaacson & Co
New York
$833K
KMWM
1196
Keudell/Morrison Wealth Management
Oregon
$832K
TPI
1197
Trust Point Inc
Wisconsin
$832K
BSTWA
1198
Blake Schutter Theil Wealth Advisors
Ohio
$831K
BHC
1199
Bowen Hanes & Co
Florida
$831K
DM
1200
Diversified Management
Wisconsin
$829K