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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
CSA
1801
Cottage Street Advisors
Massachusetts
$308K
NHT
1802
New Hampshire Trust
New Hampshire
$308K
CFSG
1803
Clark Financial Services Group
Missouri
$307K
CM
1804
Cornerstone Management
Georgia
$307K
XWL
1805
XXI Wealth LLC
Illinois
$307K
WAM
1806
Weatherly Asset Management
California
$306K
FUBT
1807
First United Bank & Trust
Maryland
$305K
BW
1808
Balance Wealth
Ohio
$304K
SWGC
1809
Summit Wealth Group (Colorado)
Colorado
$304K
GG
1810
Gleason Group
Kentucky
$303K
JTF
1811
J. Team Financial
Texas
$303K
CPA
1812
Cardiff Park Advisors
California
$303K
MFS
1813
Mirabella Financial Services
United Kingdom
$303K
MKC
1814
M. Kraus & Co
Vermont
$303K
DOA
1815
D'Orazio & Associates
Virginia
$302K
PCA
1816
Pallas Capital Advisors
Massachusetts
$302K
HA
1817
Herold Advisors
New York
$302K
LWPC
1818
Legacy Wealth Partners (Colorado)
Colorado
$302K
PPG
1819
Peak Planning Group
Colorado
$302K
MAM
1820
Mainsail Asset Management
Alabama
$301K
CSB
1821
City State Bank
Iowa
$300K
WSA
1822
Warm Springs Advisors
California
$300K
GIM
1823
Guardian Investment Management
California
$300K
KSB
1824
Kennebec Savings Bank
Maine
$298K
OPTFSNA
1825
Old Point Trust & Financial Services N A
Virginia
$298K