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Duke Energy

2,439 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, 1,073 increasing their positions, 812 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,439
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
BAM
1701
Belleair Asset Management
Florida
$350K
MAV
1702
Mason & Associates (Virginia)
Virginia
$350K
EAN
1703
Excelsior Advisor Network
Colorado
$349K
WQ
1704
Wealth Quarterback
New Jersey
$349K
SAM
1705
Smith Asset Management
Florida
$348K
IA
1706
IFC Advisors
California
$347K
BWMG
1707
Barnes Wealth Management Group
California
$346K
TCM
1708
Traynor Capital Management
Pennsylvania
$346K
VHAM
1709
Van Hulzen Asset Management
California
$346K
RC
1710
Rexford Capital
Texas
$346K
CB
1711
Centennial Bank
Arkansas
$346K
GBFG
1712
Gerald Baker Financial Group
Texas
$344K
Optiver Holding
1713
Optiver Holding
Netherlands
$344K
RPC
1714
Rossmore Private Capital
Connecticut
$343K
KA
1715
Kozak & Associates
Colorado
$343K
BHPW
1716
Beverly Hills Private Wealth
California
$343K
DMBA
1717
Deseret Mutual Benefit Administrators
Utah
$342K
PWM
1718
Partnership Wealth Management
Maryland
$342K
SWM
1719
Sandro Wealth Management
New Jersey
$342K
CPSC
1720
Carl P. Sherr & Co
Massachusetts
$342K
JF
1721
Jump Financial
Illinois
$341K
UF
1722
Univest Financial
Pennsylvania
$341K
VDC
1723
Van Diest Capital
Iowa
$341K
GSWA
1724
Good Steward Wealth Advisors
Tennessee
$341K
CFM
1725
Catalyst Funds Management
Australia
$341K