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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
CA
1201
Cornerstone Advisory
Maryland
$840K
3IP
1202
3Chopt Investment Partners
Virginia
$840K
CA
1203
Calton & Associates
Florida
$840K
FI
1204
Finivi Inc
Massachusetts
$839K
JGUA
1205
John G. Ullman & Associates
New York
$838K
JIC
1206
Joel Isaacson & Co
New York
$833K
KMWM
1207
Keudell/Morrison Wealth Management
Oregon
$832K
TPI
1208
Trust Point Inc
Wisconsin
$832K
BSTWA
1209
Blake Schutter Theil Wealth Advisors
Ohio
$831K
BHC
1210
Bowen Hanes & Co
Florida
$831K
DM
1211
Diversified Management
Wisconsin
$829K
DI
1212
Diligent Investors
California
$826K
MA
1213
MCF Advisors
Kentucky
$826K
UBV
1214
United Bank (Virginia)
Virginia
$826K
Edgewood Management
1215
Edgewood Management
Connecticut
$825K
GWAG
1216
Garrett Wealth Advisory Group
Texas
$824K
WBCM
1217
Wilson & Boucher Capital Management
California
$824K
GIA
1218
Gateway Investment Advisers
Ohio
$824K
SIG
1219
Spinnaker Investment Group
California
$824K
TPA
1220
Trivium Point Advisory
Connecticut
$821K
AAG
1221
Armstrong Advisory Group
Massachusetts
$820K
CAI
1222
Capital Advisors Inc
Oklahoma
$819K
BONH
1223
Bank of New Hampshire
New Hampshire
$819K
GPWM
1224
Grant Private Wealth Management
California
$816K
PCA
1225
Prosperity Capital Advisors
Ohio
$812K