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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
IBOK
1276
Independence Bank of Kentucky
Kentucky
$728K
MA
1277
MBA Advisors
Pennsylvania
$727K
PVM
1278
Palogic Value Management
Texas
$725K
HPWM
1279
High Point Wealth Management
New Jersey
$722K
EGA
1280
E&G Advisors
Texas
$721K
PE
1281
PCM Encore
Colorado
$719K
DWML
1282
Decker Wealth Management LLC
Tennessee
$717K
CFO
1283
CVA Family Office
Colorado
$716K
OWA
1284
Octavia Wealth Advisors
Ohio
$716K
Members Trust
1285
Members Trust
Florida
$714K
TA
1286
TrueWealth Advisors
Alabama
$713K
VWM
1287
Venturi Wealth Management
Texas
$712K
WC
1288
Waterloo Capital
Texas
$711K
RPCONE
1289
Retirement Planning Company of New England
Rhode Island
$708K
TF
1290
Tudor Financial
Ohio
$708K
PCM
1291
Palisade Capital Management
New Jersey
$704K
DWM
1292
Dogwood Wealth Management
Kansas
$704K
BWM
1293
BCGM Wealth Management
Indiana
$702K
CA
1294
Crewe Advisors
Utah
$702K
SS
1295
SBI Securities
Japan
$698K
CWM
1296
Cordatus Wealth Management
Pennsylvania
$698K
FFBTD
1297
First Financial Bank - Trust Division
Ohio
$698K
ASC
1298
Atalanta Sosnoff Capital
New York
$697K
WIC
1299
Wilkins Investment Counsel
Massachusetts
$695K
AWM
1300
Accurate Wealth Management
Florida
$690K