We are live on ! Find out more
DUK icon

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
KAS
1401
KPP Advisory Services
Kentucky
$577K
SCM
1402
Saxony Capital Management
Missouri
$576K
LIA
1403
LS Investment Advisors
Michigan
$575K
AL
1404
Aspiriant LLC
California
$572K
PWMAG
1405
Pinnacle Wealth Management Advisory Group
New Jersey
$572K
TGAM
1406
TBH Global Asset Management
Tennessee
$570K
HCM
1407
Hodges Capital Management
Texas
$569K
KWM
1408
Kassira Wealth Management
Tennessee
$562K
IPW
1409
Impact Partnership Wealth
Georgia
$561K
BCMLT
1410
Beacon Capital Management LLC (Tennessee)
Tennessee
$561K
FWM
1411
Focused Wealth Management
New York
$560K
WA
1412
Waddell & Associates
Tennessee
$560K
GM
1413
GeoWealth Management
Illinois
$559K
AGA
1414
Arkos Global Advisors
Texas
$559K
FHA
1415
Flagship Harbor Advisors
Massachusetts
$558K
SGK
1416
Steigerwald Gordon & Koch
Virginia
$555K
SL
1417
Salomon & Ludwin
Virginia
$555K
GHAM
1418
Gilman Hill Asset Management
Connecticut
$555K
PP
1419
PDS Planning
Ohio
$554K
RMAM
1420
Raab & Moskowitz Asset Management
New Jersey
$553K
CBB
1421
Citizens Business Bank
California
$552K
FAN
1422
Financial Advisors Network
California
$549K
MIC
1423
Meridian Investment Counsel
California
$549K
IPAM
1424
Investment Partners Asset Management
New Jersey
$547K
IAA
1425
Ironsides Asset Advisors
North Carolina
$547K