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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
WIS
1501
Wright Investors Service
Connecticut
$481K
MWM
1502
Mindset Wealth Management
Indiana
$481K
DCM
1503
DGS Capital Management
New Jersey
$480K
SP
1504
SmartHarvest Portfolios
Washington
$479K
HIIFS
1505
Harel Insurance Investments & Financial Services
Israel
$478K
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$478K
BAAM
1507
Baker Avenue Asset Management
California
$478K
AWM
1508
Absher Wealth Management
North Carolina
$478K
VCM
1509
Versant Capital Management
Arizona
$478K
FWTB
1510
First Western Trust Bank
Colorado
$477K
BWM
1511
Birchcreek Wealth Management
Ohio
$476K
HDA
1512
Harold Davidson & Associates
California
$475K
WKWM
1513
Walter & Keenan Wealth Management
Indiana
$475K
AIM
1514
Advyzon Investment Management
Illinois
$474K
XWM
1515
Xcel Wealth Management
Florida
$473K
AHL
1516
Abel Hall LLC
Louisiana
$472K
AC
1517
Aldebaran Capital
Indiana
$471K
PL
1518
Perpetual Ltd
Australia
$471K
FF
1519
Financial Futures
New Jersey
$470K
IAMOG
1520
Investors Asset Management of Georgia
Georgia
$470K
TPWA
1521
TRUE Private Wealth Advisors
Oregon
$469K
GPW
1522
Genesis Private Wealth
Virginia
$468K
NSIM
1523
North Star Investment Management
Illinois
$468K
GAMC
1524
Garner Asset Management Corp
Texas
$467K
AWM
1525
Adams Wealth Management
Utah
$466K