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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
RL
1326
Rogco LP
Oklahoma
$644K
UPS
1327
UHLMANN PRICE SECURITIES
Illinois
$644K
SAA
1328
Southeast Asset Advisors
Georgia
$642K
JRPIM
1329
Journey Retirement Planning & Investment Management
Idaho
$639K
MFGM
1330
Marshall Financial Group (Maryland)
Maryland
$638K
BB
1331
Busey Bank
Illinois
$636K
DBRC
1332
D.B. Root & Company
Pennsylvania
$634K
CPA
1333
Capital Performance Advisors
California
$634K
NB
1334
NBT Bank
New York
$633K
TWP
1335
Tyche Wealth Partners
Texas
$633K
BIM
1336
Bridges Investment Management
Nebraska
$632K
GIA
1337
Gladstone Institutional Advisory
Florida
$631K
RGC
1338
Roberts, Glore & Co
Illinois
$631K
NL
1339
NWAM LLC
Washington
$630K
WFM
1340
Wolff Financial Management
Michigan
$630K
IAS
1341
Investment Advisory Services
Texas
$630K
CF
1342
Centaurus Financial
California
$628K
IF
1343
Intrua Financial
Texas
$627K
RCM
1344
RB Capital Management
Nevada
$627K
DWM
1345
Destination Wealth Management
California
$627K
ATC
1346
Adirondack Trust Company
New York
$627K
PFA
1347
Petra Financial Advisors
Colorado
$626K
PA
1348
Probity Advisors
Texas
$626K
LWM
1349
Level Wealth Management
North Carolina
$625K
HAG
1350
HighPoint Advisor Group
Illinois
$625K