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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
RC
1726
Rexford Capital
Texas
$346K
CB
1727
Centennial Bank
Arkansas
$346K
GBFG
1728
Gerald Baker Financial Group
Texas
$344K
Optiver Holding
1729
Optiver Holding
Netherlands
$344K
RPC
1730
Rossmore Private Capital
Connecticut
$343K
KA
1731
Kozak & Associates
Colorado
$343K
BHPW
1732
Beverly Hills Private Wealth
California
$343K
DMBA
1733
Deseret Mutual Benefit Administrators
Utah
$342K
PWM
1734
Partnership Wealth Management
Maryland
$342K
SWM
1735
Sandro Wealth Management
New Jersey
$342K
CPSC
1736
Carl P. Sherr & Co
Massachusetts
$342K
JF
1737
Jump Financial
Illinois
$341K
UF
1738
Univest Financial
Pennsylvania
$341K
VDC
1739
Van Diest Capital
Iowa
$341K
GSWA
1740
Good Steward Wealth Advisors
Tennessee
$341K
CFM
1741
Catalyst Funds Management
Australia
$341K
CC
1742
Clearwave Capital
California
$341K
Kayne Anderson Rudnick Investment Management
1743
Kayne Anderson Rudnick Investment Management
California
$341K
AWA
1744
A4 Wealth Advisors
North Carolina
$341K
LCM
1745
LCM Capital Management
Illinois
$340K
TIA
1746
Tandem Investment Advisors
South Carolina
$340K
AWA
1747
AmeriServ Wealth Advisors
Pennsylvania
$340K
PIA
1748
Perennial Investment Advisors
California
$340K
CNBTD
1749
Citizens National Bank Trust Department
Mississippi
$339K
CAM
1750
Cozad Asset Management
Illinois
$339K