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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
WAC
1701
William Allan Corp
Colorado
$356K
OA
1702
Oxbow Advisors
Texas
$356K
ITIM
1703
Indiana Trust & Investment Management
Indiana
$355K
IC
1704
Inscription Capital
Texas
$355K
CW
1705
Channel Wealth
California
$355K
SEP
1706
Signature Equity Partners
Ohio
$354K
CT
1707
Clearstead Trust
Maine
$354K
MWP
1708
Meriwether Wealth & Planning
Louisiana
$354K
PCMF
1709
Private Capital Management (Florida)
Florida
$354K
HIS
1710
Horizon Investment Services
Indiana
$352K
SWM
1711
SpringVest Wealth Management
Texas
$352K
MHR
1712
Matthew Hamilton Rosenberg
$352K
BAM
1713
Belleair Asset Management
Florida
$350K
MAV
1714
Mason & Associates (Virginia)
Virginia
$350K
EAN
1715
Excelsior Advisor Network
Colorado
$349K
WQ
1716
Wealth Quarterback
New Jersey
$349K
SAM
1717
Smith Asset Management
Florida
$348K
IA
1718
IFC Advisors
California
$347K
BWMG
1719
Barnes Wealth Management Group
California
$346K
TCM
1720
Traynor Capital Management
Pennsylvania
$346K
VHAM
1721
Van Hulzen Asset Management
California
$346K
RC
1722
Rexford Capital
Texas
$346K
CB
1723
Centennial Bank
Arkansas
$346K
GBFG
1724
Gerald Baker Financial Group
Texas
$344K
Optiver Holding
1725
Optiver Holding
Netherlands
$344K