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Duke Energy

2,440 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, 812 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,440
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
LSPW
1476
Lake Street Private Wealth
Illinois
$489K
CFSG
1477
Community Financial Services Group
Vermont
$489K
SFPG
1478
Stonebridge Financial Planning Group
Florida
$488K
LOWM
1479
Laurel Oak Wealth Management
New Jersey
$488K
OCG
1480
Opus Capital Group
Ohio
$488K
OS
1481
Objectivity Squared
South Carolina
$488K
TIA
1482
Traphagen Investment Advisors
New Jersey
$483K
GWM
1483
GSB Wealth Management
Connecticut
$483K
LA
1484
LexAurum Advisors
Kansas
$482K
MCM
1485
McDonough Capital Management
Florida
$482K
WIS
1486
Wright Investors Service
Connecticut
$481K
MWM
1487
Mindset Wealth Management
Indiana
$481K
DCM
1488
DGS Capital Management
New Jersey
$480K
SP
1489
SmartHarvest Portfolios
Washington
$479K
HIIFS
1490
Harel Insurance Investments & Financial Services
Israel
$478K
BOPW
1491
Brandywine Oak Private Wealth
Pennsylvania
$478K
BAAM
1492
Baker Avenue Asset Management
California
$478K
AWM
1493
Absher Wealth Management
North Carolina
$478K
VCM
1494
Versant Capital Management
Arizona
$478K
FWTB
1495
First Western Trust Bank
Colorado
$477K
BWM
1496
Birchcreek Wealth Management
Ohio
$476K
HDA
1497
Harold Davidson & Associates
California
$475K
WKWM
1498
Walter & Keenan Wealth Management
Indiana
$475K
AIM
1499
Advyzon Investment Management
Illinois
$474K
XWM
1500
Xcel Wealth Management
Florida
$473K