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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
RF
1751
Rossby Financial
Florida
$330K
MSFP
1752
Mark Sheptoff Financial Planning
Connecticut
$330K
LCM
1753
Lazari Capital Management
California
$330K
BC
1754
Burney Company
Virginia
$329K
RBWA
1755
RFG - Bristol Wealth Advisors
Massachusetts
$328K
CCC
1756
Chelsea Counsel Company
California
$328K
FWI
1757
Facet Wealth Inc
Maryland
$328K
PAM
1758
Paradigm Asset Management
New York
$327K
HHCP
1759
Hilton Head Capital Partners
South Carolina
$327K
TCM
1760
Tuttle Capital Management
Connecticut
$327K
CL
1761
CPWA LLC
Oregon
$327K
BCM
1762
Banyan Capital Management
Georgia
$326K
CCM
1763
Charter Capital Management
Wisconsin
$326K
ACA
1764
Arsenal Capital Advisors
Pennsylvania
$326K
CPWL
1765
Coquina Private Wealth LLC
Florida
$326K
GD
1766
Grandfield & Dodd
New York
$325K
S
1767
Sunpointe
Missouri
$325K
FNA
1768
First National Advisers
Nebraska
$324K
FGWP
1769
Founders Grove Wealth Partners
Virginia
$324K
NSAM
1770
North Star Asset Management
Wisconsin
$324K
EIP
1771
Ellis Investment Partners
Pennsylvania
$323K
CH
1772
Cromwell Holdings
Wyoming
$323K
BCG
1773
BayBridge Capital Group
California
$323K
IPW
1774
Intergy Private Wealth
Colorado
$322K
RWM
1775
Riverbend Wealth Management
South Carolina
$322K