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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
SWM
1576
Salvus Wealth Management
New Jersey
$419K
CIM
1577
CIM Investment Management
Pennsylvania
$419K
OCBCO
1578
Oversea-Chinese Banking Corp (OCBC)
Singapore
$419K
RCG
1579
Ridge Creek Global
Ohio
$418K
BFG
1580
Birch Financial Group
New Hampshire
$418K
SC
1581
Searle & Co
Connecticut
$417K
TWM
1582
TRB Wealth Management
Texas
$417K
FPW
1583
Fairvoy Private Wealth
Alabama
$417K
CIM
1584
Cambria Investment Management
California
$417K
OWA
1585
Opal Wealth Advisors
New York
$416K
ARA
1586
Approach Retirement Advisors
Alabama
$416K
MHC
1587
May Hill Capital
Massachusetts
$415K
RDFA
1588
Ritter Daniher Financial Advisory
Ohio
$415K
FFG
1589
Fiduciary Financial Group
California
$415K
BMC
1590
Beaton Management Company
Massachusetts
$415K
4WM
1591
44 Wealth Management
Oregon
$415K
RFA
1592
Resurgent Financial Advisors
Georgia
$414K
MGAM
1593
McGowan Group Asset Management
Texas
$414K
WPA
1594
West Paces Advisors
Georgia
$413K
CFA
1595
CWS Financial Advisors
Michigan
$413K
GAM
1596
Griffin Asset Management
New York
$412K
RWP
1597
Revolve Wealth Partners
New Jersey
$411K
PDL
1598
Portfolio Design Labs
California
$409K
WBWA
1599
William B. Walkup & Associates
South Carolina
$408K
CST
1600
Charles Schwab Trust
Nevada
$407K