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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
FFG
1601
Fiduciary Financial Group
California
$415K
BMC
1602
Beaton Management Company
Massachusetts
$415K
4WM
1603
44 Wealth Management
Oregon
$415K
RFA
1604
Resurgent Financial Advisors
Georgia
$414K
MGAM
1605
McGowan Group Asset Management
Texas
$414K
WPA
1606
West Paces Advisors
Georgia
$413K
CFA
1607
CWS Financial Advisors
Michigan
$413K
GAM
1608
Griffin Asset Management
New York
$412K
RWP
1609
Revolve Wealth Partners
New Jersey
$411K
PDL
1610
Portfolio Design Labs
California
$409K
WBWA
1611
William B. Walkup & Associates
South Carolina
$408K
CST
1612
Charles Schwab Trust
Nevada
$407K
SWA
1613
Sax Wealth Advisors
New Jersey
$407K
TWP
1614
Triad Wealth Partners
Kansas
$405K
RC
1615
Resolute Capital
South Carolina
$404K
JC
1616
JB Capital
Connecticut
$403K
HAM
1617
Harmony Asset Management
Arizona
$403K
SFP
1618
Sandbox Financial Partners
Maryland
$403K
FBFS
1619
First Business Financial Services
Wisconsin
$402K
CIG
1620
Cascade Investment Group
Colorado
$401K
WP
1621
Waycross Partners
Kentucky
$401K
LIA
1622
LSP Investment Advisors
New York
$401K
GAA
1623
Global Assets Advisory
Florida
$400K
NG
1624
Novem Group
New York
$400K
FCA
1625
FLC Capital Advisors
California
$400K