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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
SWA
1601
Sax Wealth Advisors
New Jersey
$407K
TWP
1602
Triad Wealth Partners
Kansas
$405K
RC
1603
Resolute Capital
South Carolina
$404K
JC
1604
JB Capital
Connecticut
$403K
HAM
1605
Harmony Asset Management
Arizona
$403K
SFP
1606
Sandbox Financial Partners
Maryland
$403K
FBFS
1607
First Business Financial Services
Wisconsin
$402K
CIG
1608
Cascade Investment Group
Colorado
$401K
WP
1609
Waycross Partners
Kentucky
$401K
LIA
1610
LSP Investment Advisors
New York
$401K
GAA
1611
Global Assets Advisory
Florida
$400K
NG
1612
Novem Group
New York
$400K
FCA
1613
FLC Capital Advisors
California
$400K
SFG
1614
Sovereign Financial Group
Connecticut
$400K
SW
1615
SteelPeak Wealth
California
$399K
BF
1616
Brucke Financial
Indiana
$399K
SN
1617
Sittner & Nelson
Oregon
$399K
EB
1618
Exchange Bank
California
$399K
WA1
1619
Wimmer Associates 1
California
$398K
JWM
1620
Jackson Wealth Management
Florida
$398K
BMC
1621
Benin Management Corp
Connecticut
$397K
SL
1622
Sentinus LLC
Illinois
$396K
PIMG
1623
Patriot Investment Management Group
Tennessee
$396K
WHCI
1624
W.H. Cornerstone Investments
Massachusetts
$396K
HWA
1625
Heartwood Wealth Advisors
Virginia
$396K