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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
CG
1751
CFO4Life Group
Texas
$337K
ATWA
1752
Arbor Trust Wealth Advisors
Michigan
$337K
AG
1753
AlTi Global
New York
$336K
EFSCE
1754
Enterprise Financial Services Corp (EFSC)
Missouri
$336K
DE
1755
Defiance ETFs
New York
$336K
TB
1756
Terril Brothers
Missouri
$336K
BWCS
1757
Beirne Wealth Consulting Services
Connecticut
$335K
KWM
1758
KFG Wealth Management
Indiana
$333K
SDAM
1759
Shulman DeMeo Asset Management
New York
$333K
HPIA
1760
Hamilton Point Investment Advisors
North Carolina
$332K
LIA
1761
LifePlan Investment Advisors
North Carolina
$331K
TWM
1762
Tradition Wealth Management
Minnesota
$331K
PIS
1763
POM Investment Strategies
North Carolina
$330K
RF
1764
Rossby Financial
Florida
$330K
MSFP
1765
Mark Sheptoff Financial Planning
Connecticut
$330K
LCM
1766
Lazari Capital Management
California
$330K
BC
1767
Burney Company
Virginia
$329K
RBWA
1768
RFG - Bristol Wealth Advisors
Massachusetts
$328K
FWI
1769
Facet Wealth Inc
Maryland
$328K
PAM
1770
Paradigm Asset Management
New York
$327K
HHCP
1771
Hilton Head Capital Partners
South Carolina
$327K
TCM
1772
Tuttle Capital Management
Connecticut
$327K
CL
1773
CPWA LLC
Oregon
$327K
BCM
1774
Banyan Capital Management
Georgia
$326K
CCM
1775
Charter Capital Management
Wisconsin
$326K