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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
CI
1576
Conning Inc
Connecticut
$432K
AP
1577
Anchyra Partners
Georgia
$432K
UAG
1578
United Advisor Group
Ohio
$430K
WCP
1579
Wealthcare Capital Partners
Pennsylvania
$430K
CSIC
1580
Clifford Swan Investment Counsel
California
$429K
BIA
1581
Beacon Investment Advisors
Maryland
$429K
PEA
1582
Park Edge Advisors
Ohio
$427K
CIA
1583
Cladis Investment Advisory
Montana
$425K
EWS
1584
Evergreen Wealth Solutions
Pennsylvania
$425K
PHWM
1585
Pine Harbor Wealth Management
Maryland
$425K
ICP
1586
Interchange Capital Partners
Pennsylvania
$424K
BMCM
1587
Bryn Mawr Capital Management
Pennsylvania
$421K
MAWA
1588
Moss Adams Wealth Advisors
Washington
$420K
CFG
1589
Cooper Financial Group
California
$420K
BOH
1590
Bank of Hawaii
Hawaii
$420K
SWM
1591
Salvus Wealth Management
New Jersey
$419K
CIM
1592
CIM Investment Management
Pennsylvania
$419K
OCBCO
1593
Oversea-Chinese Banking Corp (OCBC)
Singapore
$419K
RCG
1594
Ridge Creek Global
Ohio
$418K
BFG
1595
Birch Financial Group
New Hampshire
$418K
SC
1596
Searle & Co
Connecticut
$417K
TWM
1597
TRB Wealth Management
Texas
$417K
FPW
1598
Fairvoy Private Wealth
Alabama
$417K
CIM
1599
Cambria Investment Management
California
$417K
OWA
1600
Opal Wealth Advisors
New York
$416K