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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
KCM
1426
Kathmere Capital Management
Pennsylvania
$532K
KIA
1427
Knollwood Investment Advisory
Maryland
$531K
PFA
1428
Peak Financial Advisors
Colorado
$531K
PWMG
1429
Pinnacle Wealth Management Group
Michigan
$530K
AIS
1430
AM Investment Strategies
Tennessee
$530K
AFG
1431
Allegheny Financial Group
Pennsylvania
$530K
WP
1432
Westmount Partners
California
$528K
FBC
1433
Fairfield, Bush & Co
Connecticut
$527K
RZH
1434
Relyea Zuckerberg Hanson
Connecticut
$524K
AIP
1435
Almanack Investment Partners
Pennsylvania
$522K
AWP
1436
Atlas Wealth Partners
Pennsylvania
$521K
SAM
1437
Sawgrass Asset Management
Florida
$521K
FEM
1438
Fulcrum Equity Management
Texas
$520K
WFA
1439
Websterrogers Financial Advisors
South Carolina
$519K
CGH
1440
CMG Global Holdings
Texas
$519K
LWA
1441
Lantern Wealth Advisors
New York
$518K
BSSFA
1442
Baron Silver Stevens Financial Advisors
Florida
$518K
AA
1443
Acorns Advisers
California
$514K
LI
1444
Lafayette Investments
Maryland
$513K
HCM
1445
Howard Capital Management
Georgia
$511K
VIPI
1446
Vista Investment Partners II
Indiana
$510K
CWM
1447
Connecticut Wealth Management
Connecticut
$509K
FBB
1448
Fulton Breakefield Broenniman
Maryland
$509K
Koshinski Asset Management
1449
Koshinski Asset Management
Illinois
$508K
RMCM
1450
Reynders McVeigh Capital Management
Massachusetts
$508K