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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
RPC
1726
Rossmore Private Capital
Connecticut
$343K
KA
1727
Kozak & Associates
Colorado
$343K
BHPW
1728
Beverly Hills Private Wealth
California
$343K
DMBA
1729
Deseret Mutual Benefit Administrators
Utah
$342K
PWM
1730
Partnership Wealth Management
Maryland
$342K
SWM
1731
Sandro Wealth Management
New Jersey
$342K
CPSC
1732
Carl P. Sherr & Co
Massachusetts
$342K
JF
1733
Jump Financial
Illinois
$341K
UF
1734
Univest Financial
Pennsylvania
$341K
VDC
1735
Van Diest Capital
Iowa
$341K
GSWA
1736
Good Steward Wealth Advisors
Tennessee
$341K
CFM
1737
Catalyst Funds Management
Australia
$341K
CC
1738
Clearwave Capital
California
$341K
Kayne Anderson Rudnick Investment Management
1739
Kayne Anderson Rudnick Investment Management
California
$341K
AWA
1740
A4 Wealth Advisors
North Carolina
$341K
LCM
1741
LCM Capital Management
Illinois
$340K
TIA
1742
Tandem Investment Advisors
South Carolina
$340K
AWA
1743
AmeriServ Wealth Advisors
Pennsylvania
$340K
PIA
1744
Perennial Investment Advisors
California
$340K
CNBTD
1745
Citizens National Bank Trust Department
Mississippi
$339K
CAM
1746
Cozad Asset Management
Illinois
$339K
ISFAN
1747
Investor's Fiduciary Advisor Network
Washington
$339K
AWAU
1748
Alliance Wealth Advisors (Utah)
Utah
$338K
PA
1749
PSI Advisors
Florida
$338K
BFM
1750
Boothbay Fund Management
New York
$337K