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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
BFIM
1551
Beese Fulmer Investment Management
Ohio
$449K
RMDI
1552
R.M. Davis Inc
Maine
$449K
SWM
1553
Spire Wealth Management
Virginia
$448K
CAWM
1554
Capital Advisors Wealth Management
Washington
$445K
HFP
1555
Holistic Financial Partners
Indiana
$445K
OFS
1556
OMC Financial Services
New York
$444K
VP
1557
Verum Partners
North Carolina
$443K
DWM
1558
Drive Wealth Management
Utah
$443K
SWM
1559
Shepherd Wealth Management
Ohio
$442K
PB
1560
Pinnacle Bancorp
Nebraska
$441K
LA
1561
Latitude Advisors
Florida
$441K
BBNB
1562
Baker Boyer National Bank
Washington
$440K
SAM
1563
Sagewood Asset Management
New York
$438K
GBT
1564
Grove Bank & Trust
Florida
$438K
SAM
1565
Summit Asset Management
Tennessee
$436K
EA
1566
Everpar Advisors
Oklahoma
$436K
OBWG
1567
Onyx Bridge Wealth Group
New York
$435K
CFMC
1568
Curbstone Financial Management Corp
New Hampshire
$435K
MCA
1569
Magnolia Capital Advisors
Mississippi
$434K
CSPIA
1570
Cary Street Partners Investment Advisory
Virginia
$433K
HGA
1571
Hobbs Group Advisors
South Carolina
$432K
SGCA
1572
Steel Grove Capital Advisors
Tennessee
$432K
CI
1573
Conning Inc
Connecticut
$432K
AP
1574
Anchyra Partners
Georgia
$432K
UAG
1575
United Advisor Group
Ohio
$430K