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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
MWM
1551
Meadowbrook Wealth Management
New York
$451K
CAM
1552
Campion Asset Management
Virginia
$450K
DSC
1553
Duncker Streett & Co
Missouri
$449K
BFIM
1554
Beese Fulmer Investment Management
Ohio
$449K
RMDI
1555
R.M. Davis Inc
Maine
$449K
SWM
1556
Spire Wealth Management
Virginia
$448K
CAWM
1557
Capital Advisors Wealth Management
Washington
$445K
HFP
1558
Holistic Financial Partners
Indiana
$445K
OFS
1559
OMC Financial Services
New York
$444K
VP
1560
Verum Partners
North Carolina
$443K
DWM
1561
Drive Wealth Management
Utah
$443K
SWM
1562
Shepherd Wealth Management
Ohio
$442K
PB
1563
Pinnacle Bancorp
Nebraska
$441K
LA
1564
Latitude Advisors
Florida
$441K
BBNB
1565
Baker Boyer National Bank
Washington
$440K
SAM
1566
Sagewood Asset Management
New York
$438K
GBT
1567
Grove Bank & Trust
Florida
$438K
SAM
1568
Summit Asset Management
Tennessee
$436K
EA
1569
Everpar Advisors
Oklahoma
$436K
OBWG
1570
Onyx Bridge Wealth Group
New York
$435K
CFMC
1571
Curbstone Financial Management Corp
New Hampshire
$435K
MCA
1572
Magnolia Capital Advisors
Mississippi
$434K
CSPIA
1573
Cary Street Partners Investment Advisory
Virginia
$433K
HGA
1574
Hobbs Group Advisors
South Carolina
$432K
SGCA
1575
Steel Grove Capital Advisors
Tennessee
$432K