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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
ORC
1376
O'Rourke & Company
Massachusetts
$599K
BFC
1377
Bedel Financial Consulting
Indiana
$598K
MFWP
1378
Mosaic Family Wealth Partners
Missouri
$597K
DAM
1379
Doheny Asset Management
California
$596K
NAG
1380
Northstar Advisory Group
New Jersey
$593K
OCM
1381
One Capital Management
California
$590K
JE
1382
JMAC Enterprises
Pennsylvania
$589K
PWAM
1383
Pinnacle West Asset Management
Wyoming
$589K
PA
1384
PFG Advisors
Arizona
$589K
HFAS
1385
Hummer Financial Advisory Services
Illinois
$586K
TC
1386
Truvestments Capital
Florida
$583K
AIC
1387
Argus Investors Counsel
New York
$582K
NF
1388
Nikulski Financial
Iowa
$578K
KAS
1389
KPP Advisory Services
Kentucky
$577K
SCM
1390
Saxony Capital Management
Missouri
$576K
LIA
1391
LS Investment Advisors
Michigan
$575K
AL
1392
Aspiriant LLC
California
$572K
PWMAG
1393
Pinnacle Wealth Management Advisory Group
New Jersey
$572K
TGAM
1394
TBH Global Asset Management
Tennessee
$570K
HCM
1395
Hodges Capital Management
Texas
$569K
KWM
1396
Kassira Wealth Management
Tennessee
$562K
IPW
1397
Impact Partnership Wealth
Georgia
$561K
BCMLT
1398
Beacon Capital Management LLC (Tennessee)
Tennessee
$561K
FWM
1399
Focused Wealth Management
New York
$560K
WA
1400
Waddell & Associates
Tennessee
$560K