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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
WCP
1576
Wealthcare Capital Partners
Pennsylvania
$430K
CSIC
1577
Clifford Swan Investment Counsel
California
$429K
BIA
1578
Beacon Investment Advisors
Maryland
$429K
PEA
1579
Park Edge Advisors
Ohio
$427K
CIA
1580
Cladis Investment Advisory
Montana
$425K
EWS
1581
Evergreen Wealth Solutions
Pennsylvania
$425K
PHWM
1582
Pine Harbor Wealth Management
Maryland
$425K
ICP
1583
Interchange Capital Partners
Pennsylvania
$424K
BMCM
1584
Bryn Mawr Capital Management
Pennsylvania
$421K
MAWA
1585
Moss Adams Wealth Advisors
Washington
$420K
CFG
1586
Cooper Financial Group
California
$420K
BOH
1587
Bank of Hawaii
Hawaii
$420K
SWM
1588
Salvus Wealth Management
New Jersey
$419K
CIM
1589
CIM Investment Management
Pennsylvania
$419K
OCBCO
1590
Oversea-Chinese Banking Corp (OCBC)
Singapore
$419K
RCG
1591
Ridge Creek Global
Ohio
$418K
BFG
1592
Birch Financial Group
New Hampshire
$418K
SC
1593
Searle & Co
Connecticut
$417K
TWM
1594
TRB Wealth Management
Texas
$417K
FPW
1595
Fairvoy Private Wealth
Alabama
$417K
CIM
1596
Cambria Investment Management
California
$417K
OWA
1597
Opal Wealth Advisors
New York
$416K
ARA
1598
Approach Retirement Advisors
Alabama
$416K
MHC
1599
May Hill Capital
Massachusetts
$415K
RDFA
1600
Ritter Daniher Financial Advisory
Ohio
$415K