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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
ARA
1601
Approach Retirement Advisors
Alabama
$416K
MHC
1602
May Hill Capital
Massachusetts
$415K
RDFA
1603
Ritter Daniher Financial Advisory
Ohio
$415K
FFG
1604
Fiduciary Financial Group
California
$415K
BMC
1605
Beaton Management Company
Massachusetts
$415K
4WM
1606
44 Wealth Management
Oregon
$415K
RFA
1607
Resurgent Financial Advisors
Georgia
$414K
MGAM
1608
McGowan Group Asset Management
Texas
$414K
WPA
1609
West Paces Advisors
Georgia
$413K
CFA
1610
CWS Financial Advisors
Michigan
$413K
GAM
1611
Griffin Asset Management
New York
$412K
RWP
1612
Revolve Wealth Partners
New Jersey
$411K
PDL
1613
Portfolio Design Labs
California
$409K
WBWA
1614
William B. Walkup & Associates
South Carolina
$408K
CST
1615
Charles Schwab Trust
Nevada
$407K
SWA
1616
Sax Wealth Advisors
New Jersey
$407K
TWP
1617
Triad Wealth Partners
Kansas
$405K
RC
1618
Resolute Capital
South Carolina
$404K
JC
1619
JB Capital
Connecticut
$403K
HAM
1620
Harmony Asset Management
Arizona
$403K
SFP
1621
Sandbox Financial Partners
Maryland
$403K
FBFS
1622
First Business Financial Services
Wisconsin
$402K
CIG
1623
Cascade Investment Group
Colorado
$401K
WP
1624
Waycross Partners
Kentucky
$401K
LIA
1625
LSP Investment Advisors
New York
$401K