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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
JGUA
1201
John G. Ullman & Associates
New York
$838K
JIC
1202
Joel Isaacson & Co
New York
$833K
KMWM
1203
Keudell/Morrison Wealth Management
Oregon
$832K
TPI
1204
Trust Point Inc
Wisconsin
$832K
BSTWA
1205
Blake Schutter Theil Wealth Advisors
Ohio
$831K
BHC
1206
Bowen Hanes & Co
Florida
$831K
DM
1207
Diversified Management
Wisconsin
$829K
DI
1208
Diligent Investors
California
$826K
MA
1209
MCF Advisors
Kentucky
$826K
UBV
1210
United Bank (Virginia)
Virginia
$826K
Edgewood Management
1211
Edgewood Management
Connecticut
$825K
GWAG
1212
Garrett Wealth Advisory Group
Texas
$824K
WBCM
1213
Wilson & Boucher Capital Management
California
$824K
GIA
1214
Gateway Investment Advisers
Ohio
$824K
SIG
1215
Spinnaker Investment Group
California
$824K
TPA
1216
Trivium Point Advisory
Connecticut
$821K
AAG
1217
Armstrong Advisory Group
Massachusetts
$820K
CAI
1218
Capital Advisors Inc
Oklahoma
$819K
BONH
1219
Bank of New Hampshire
New Hampshire
$819K
GPWM
1220
Grant Private Wealth Management
California
$816K
PCA
1221
Prosperity Capital Advisors
Ohio
$812K
FFWM
1222
Future Financial Wealth Management
Ohio
$811K
KP
1223
Keel Point
Alabama
$810K
FMP
1224
Financial Management Professionals
Texas
$809K
MTC
1225
McDaniel Terry & Co
Texas
$808K