DUK icon

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
DI
1201
Diligent Investors
California
$826K
MA
1202
MCF Advisors
Kentucky
$826K
UBV
1203
United Bank (Virginia)
Virginia
$826K
Edgewood Management
1204
Edgewood Management
Connecticut
$825K
GWAG
1205
Garrett Wealth Advisory Group
Texas
$824K
WBCM
1206
Wilson & Boucher Capital Management
California
$824K
GIA
1207
Gateway Investment Advisers
Ohio
$824K
SIG
1208
Spinnaker Investment Group
California
$824K
TPA
1209
Trivium Point Advisory
Connecticut
$821K
AAG
1210
Armstrong Advisory Group
Massachusetts
$820K
CAI
1211
Capital Advisors Inc
Oklahoma
$819K
BONH
1212
Bank of New Hampshire
New Hampshire
$819K
GPWM
1213
Grant Private Wealth Management
California
$816K
PCA
1214
Prosperity Capital Advisors
Ohio
$812K
FFWM
1215
Future Financial Wealth Management
Ohio
$811K
FMP
1216
Financial Management Professionals
Texas
$809K
MTC
1217
McDaniel Terry & Co
Texas
$808K
DWT
1218
Dorsey & Whitney Trust
South Dakota
$808K
CS
1219
Crescent Sterling
Louisiana
$807K
BPC
1220
Bearing Point Capital
Minnesota
$805K
NFC
1221
Northstar Financial Companies
Pennsylvania
$805K
NB
1222
Northwest Bancshares
Pennsylvania
$803K
CSC
1223
Caldwell Sutter Capital
California
$803K
MNBTD
1224
Moody National Bank Trust Division
Texas
$801K
FNBTCON
1225
First National Bank & Trust Co of Newtown
Pennsylvania
$794K