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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
WDA
1476
Wendell David Associates
New Hampshire
$496K
TWM
1477
Trueblood Wealth Management
Ohio
$496K
FDW
1478
Fourth Dimension Wealth
Ohio
$496K
RCA
1479
Resonant Capital Advisors
Wisconsin
$495K
AG
1480
AmeriFlex Group
Nevada
$495K
UCI
1481
Uncommon Cents Investing
Wisconsin
$494K
AWM
1482
Accel Wealth Management
Iowa
$494K
SEIA
1483
Signature Estate & Investment Advisors
California
$494K
WA
1484
WBH Advisory
Maryland
$492K
MAG
1485
Mayfair Advisory Group
Alabama
$491K
SPF
1486
South Plains Financial
Texas
$490K
QCIG
1487
Quad-Cities Investment Group
Iowa
$490K
LSPW
1488
Lake Street Private Wealth
Illinois
$489K
CFSG
1489
Community Financial Services Group
Vermont
$489K
SFPG
1490
Stonebridge Financial Planning Group
Florida
$488K
LOWM
1491
Laurel Oak Wealth Management
New Jersey
$488K
OCG
1492
Opus Capital Group
Ohio
$488K
OS
1493
Objectivity Squared
South Carolina
$488K
TIA
1494
Traphagen Investment Advisors
New Jersey
$483K
GWM
1495
GSB Wealth Management
Connecticut
$483K
LA
1496
LexAurum Advisors
Kansas
$482K
MCM
1497
McDonough Capital Management
Florida
$482K
WIS
1498
Wright Investors Service
Connecticut
$481K
MWM
1499
Mindset Wealth Management
Indiana
$481K
DCM
1500
DGS Capital Management
New Jersey
$480K