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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
OWA
1276
Octavia Wealth Advisors
Ohio
$716K
Members Trust
1277
Members Trust
Florida
$714K
TA
1278
TrueWealth Advisors
Alabama
$713K
VWM
1279
Venturi Wealth Management
Texas
$712K
WC
1280
Waterloo Capital
Texas
$711K
RPCONE
1281
Retirement Planning Company of New England
Rhode Island
$708K
TF
1282
Tudor Financial
Ohio
$708K
PCM
1283
Palisade Capital Management
New Jersey
$704K
DWM
1284
Dogwood Wealth Management
Kansas
$704K
BWM
1285
BCGM Wealth Management
Indiana
$702K
CA
1286
Crewe Advisors
Utah
$702K
SS
1287
SBI Securities
Japan
$698K
CWM
1288
Cordatus Wealth Management
Pennsylvania
$698K
FFBTD
1289
First Financial Bank - Trust Division
Ohio
$698K
ASC
1290
Atalanta Sosnoff Capital
New York
$697K
WIC
1291
Wilkins Investment Counsel
Massachusetts
$695K
AWM
1292
Accurate Wealth Management
Florida
$690K
SACTSONJ
1293
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$690K
HFS
1294
Hantz Financial Services
Michigan
$688K
Q1WB
1295
Quest 10 Wealth Builders
Virginia
$687K
NRC
1296
New Republic Capital
North Carolina
$686K
LOIP
1297
Live Oak Investment Partners
Texas
$685K
WIM
1298
WealthPlan Investment Management
Nebraska
$685K
XF
1299
XML Financial
Maryland
$685K
PCS
1300
Personal CFO Solutions
New Jersey
$684K