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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
ISFAN
1751
Investor's Fiduciary Advisor Network
Washington
$339K
AWAU
1752
Alliance Wealth Advisors (Utah)
Utah
$338K
PA
1753
PSI Advisors
Florida
$338K
BFM
1754
Boothbay Fund Management
New York
$337K
CG
1755
CFO4Life Group
Texas
$337K
ATWA
1756
Arbor Trust Wealth Advisors
Michigan
$337K
AG
1757
AlTi Global
New York
$336K
EFSCE
1758
Enterprise Financial Services Corp (EFSC)
Missouri
$336K
DE
1759
Defiance ETFs
New York
$336K
TB
1760
Terril Brothers
Missouri
$336K
BWCS
1761
Beirne Wealth Consulting Services
Connecticut
$335K
KWM
1762
KFG Wealth Management
Indiana
$333K
SDAM
1763
Shulman DeMeo Asset Management
New York
$333K
HPIA
1764
Hamilton Point Investment Advisors
North Carolina
$332K
LIA
1765
LifePlan Investment Advisors
North Carolina
$331K
TWM
1766
Tradition Wealth Management
Minnesota
$331K
PIS
1767
POM Investment Strategies
North Carolina
$330K
RF
1768
Rossby Financial
Florida
$330K
MSFP
1769
Mark Sheptoff Financial Planning
Connecticut
$330K
LCM
1770
Lazari Capital Management
California
$330K
BC
1771
Burney Company
Virginia
$329K
RBWA
1772
RFG - Bristol Wealth Advisors
Massachusetts
$328K
FWI
1773
Facet Wealth Inc
Maryland
$328K
PAM
1774
Paradigm Asset Management
New York
$327K
HHCP
1775
Hilton Head Capital Partners
South Carolina
$327K