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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
GBT
1551
Grove Bank & Trust
Florida
$438K
SAM
1552
Summit Asset Management
Tennessee
$436K
EA
1553
Everpar Advisors
Oklahoma
$436K
OBWG
1554
Onyx Bridge Wealth Group
New York
$435K
CFMC
1555
Curbstone Financial Management Corp
New Hampshire
$435K
MCA
1556
Magnolia Capital Advisors
Mississippi
$434K
CSPIA
1557
Cary Street Partners Investment Advisory
Virginia
$433K
HGA
1558
Hobbs Group Advisors
South Carolina
$432K
SGCA
1559
Steel Grove Capital Advisors
Tennessee
$432K
CI
1560
Conning Inc
Connecticut
$432K
AP
1561
Anchyra Partners
Georgia
$432K
UAG
1562
United Advisor Group
Ohio
$430K
W
1563
Wealthquest
Ohio
$430K
WCP
1564
Wealthcare Capital Partners
Pennsylvania
$430K
CSIC
1565
Clifford Swan Investment Counsel
California
$429K
BIA
1566
Beacon Investment Advisors
Maryland
$429K
PEA
1567
Park Edge Advisors
Ohio
$427K
CIA
1568
Cladis Investment Advisory
Montana
$425K
EWS
1569
Evergreen Wealth Solutions
Pennsylvania
$425K
PHWM
1570
Pine Harbor Wealth Management
Maryland
$425K
ICP
1571
Interchange Capital Partners
Pennsylvania
$424K
BMCM
1572
Bryn Mawr Capital Management
Pennsylvania
$421K
MAWA
1573
Moss Adams Wealth Advisors
Washington
$420K
CFG
1574
Cooper Financial Group
California
$420K
BOH
1575
Bank of Hawaii
Hawaii
$420K