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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
HL
1326
HeadInvest LLC
Maine
$658K
BAM
1327
Broyhill Asset Management
North Carolina
$655K
TA
1328
TruWealth Advisors
Louisiana
$655K
AWMM
1329
Aegis Wealth Management (Maryland)
Maryland
$655K
CCA
1330
Childress Capital Advisors
Texas
$654K
HI
1331
Hudock Inc
Pennsylvania
$652K
WAM
1332
Walker Asset Management
Missouri
$651K
SWM
1333
SeaCrest Wealth Management
New York
$649K
HP
1334
Holistic Planning
Texas
$649K
CWM
1335
Calamos Wealth Management
Illinois
$646K
C
1336
Certuity
Florida
$645K
RL
1337
Rogco LP
Oklahoma
$644K
UPS
1338
UHLMANN PRICE SECURITIES
Illinois
$644K
SAA
1339
Southeast Asset Advisors
Georgia
$642K
JRPIM
1340
Journey Retirement Planning & Investment Management
Idaho
$639K
MFGM
1341
Marshall Financial Group (Maryland)
Maryland
$638K
BB
1342
Busey Bank
Illinois
$636K
DBRC
1343
D.B. Root & Company
Pennsylvania
$634K
CPA
1344
Capital Performance Advisors
California
$634K
NB
1345
NBT Bank
New York
$633K
TWP
1346
Tyche Wealth Partners
Texas
$633K
BIM
1347
Bridges Investment Management
Nebraska
$632K
GIA
1348
Gladstone Institutional Advisory
Florida
$631K
RGC
1349
Roberts, Glore & Co
Illinois
$631K
NL
1350
NWAM LLC
Washington
$630K