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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
AL
1401
Aspiriant LLC
California
$572K
PWMAG
1402
Pinnacle Wealth Management Advisory Group
New Jersey
$572K
TGAM
1403
TBH Global Asset Management
Tennessee
$570K
HCM
1404
Hodges Capital Management
Texas
$569K
KWM
1405
Kassira Wealth Management
Tennessee
$562K
IPW
1406
Impact Partnership Wealth
Georgia
$561K
BCMLT
1407
Beacon Capital Management LLC (Tennessee)
Tennessee
$561K
FWM
1408
Focused Wealth Management
New York
$560K
WA
1409
Waddell & Associates
Tennessee
$560K
GM
1410
GeoWealth Management
Illinois
$559K
AGA
1411
Arkos Global Advisors
Texas
$559K
FHA
1412
Flagship Harbor Advisors
Massachusetts
$558K
SGK
1413
Steigerwald Gordon & Koch
Virginia
$555K
SL
1414
Salomon & Ludwin
Virginia
$555K
GHAM
1415
Gilman Hill Asset Management
Connecticut
$555K
PP
1416
PDS Planning
Ohio
$554K
RMAM
1417
Raab & Moskowitz Asset Management
New Jersey
$553K
CBB
1418
Citizens Business Bank
California
$552K
FAN
1419
Financial Advisors Network
California
$549K
MIC
1420
Meridian Investment Counsel
California
$549K
IPAM
1421
Investment Partners Asset Management
New Jersey
$547K
IAA
1422
Ironsides Asset Advisors
North Carolina
$547K
ABC
1423
Associated Banc-Corp
Wisconsin
$547K
APIM
1424
Agate Pass Investment Management
Washington
$545K
OC
1425
Oakworth Capital
Alabama
$545K