DUK icon

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
YP
1526
YANKCOM Partnership
South Dakota
$454K
SIC
1527
Sterling Investment Counsel
New York
$453K
AF
1528
Aldebaran Financial
$453K
MAM
1529
Marotta Asset Management
Virginia
$453K
VFP
1530
Verus Financial Partners
Virginia
$453K
AWAP
1531
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$453K
API
1532
Asset Planning Inc
California
$452K
CFS
1533
CRA Financial Services
New Jersey
$452K
QC
1534
Quent Capital
New York
$451K
MWM
1535
Meadowbrook Wealth Management
New York
$451K
CAM
1536
Campion Asset Management
Virginia
$450K
DSC
1537
Duncker Streett & Co
Missouri
$449K
BFIM
1538
Beese Fulmer Investment Management
Ohio
$449K
RMDI
1539
R.M. Davis Inc
Maine
$449K
SWM
1540
Spire Wealth Management
Virginia
$448K
CAWM
1541
Capital Advisors Wealth Management
Washington
$445K
HFP
1542
Holistic Financial Partners
Indiana
$445K
OFS
1543
OMC Financial Services
New York
$444K
VP
1544
Verum Partners
North Carolina
$443K
DWM
1545
Drive Wealth Management
Utah
$443K
SWM
1546
Shepherd Wealth Management
Ohio
$442K
PB
1547
Pinnacle Bancorp
Nebraska
$441K
LA
1548
Latitude Advisors
Florida
$441K
BBNB
1549
Baker Boyer National Bank
Washington
$440K
SAM
1550
Sagewood Asset Management
New York
$438K