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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
CC
1726
Clearwave Capital
California
$341K
Kayne Anderson Rudnick Investment Management
1727
Kayne Anderson Rudnick Investment Management
California
$341K
AWA
1728
A4 Wealth Advisors
North Carolina
$341K
LCM
1729
LCM Capital Management
Illinois
$340K
TIA
1730
Tandem Investment Advisors
South Carolina
$340K
AWA
1731
AmeriServ Wealth Advisors
Pennsylvania
$340K
PIA
1732
Perennial Investment Advisors
California
$340K
CNBTD
1733
Citizens National Bank Trust Department
Mississippi
$339K
ISFAN
1734
Investor's Fiduciary Advisor Network
Washington
$339K
AWAU
1735
Alliance Wealth Advisors (Utah)
Utah
$338K
PA
1736
PSI Advisors
Florida
$338K
BFM
1737
Boothbay Fund Management
New York
$337K
CG
1738
CFO4Life Group
Texas
$337K
ATWA
1739
Arbor Trust Wealth Advisors
Michigan
$337K
AG
1740
AlTi Global
New York
$336K
EFSCE
1741
Enterprise Financial Services Corp (EFSC)
Missouri
$336K
DE
1742
Defiance ETFs
New York
$336K
TB
1743
Terril Brothers
Missouri
$336K
BWCS
1744
Beirne Wealth Consulting Services
Connecticut
$335K
KWM
1745
KFG Wealth Management
Indiana
$333K
SDAM
1746
Shulman DeMeo Asset Management
New York
$333K
HPIA
1747
Hamilton Point Investment Advisors
North Carolina
$332K
LIA
1748
LifePlan Investment Advisors
North Carolina
$331K
TWM
1749
Tradition Wealth Management
Minnesota
$331K
PIS
1750
POM Investment Strategies
North Carolina
$330K