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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
EIM
1876
Essex Investment Management
Massachusetts
$276K
SWASL
1877
Spartan Wealth Advisory Services LLC
Michigan
$275K
HBW
1878
Hazlett, Burt & Watson
West Virginia
$275K
PWM
1879
Partners Wealth Management
California
$274K
LSIA
1880
LaSalle St. Investment Advisors
Illinois
$274K
DWM
1881
Darwin Wealth Management
Florida
$274K
PMSA
1882
Patrick M. Sweeney & Associates
Illinois
$274K
CWG
1883
Crown Wealth Group
North Carolina
$272K
HIM
1884
Hanlon Investment Management
New Jersey
$272K
PCA
1885
Peddock Capital Advisors
Massachusetts
$272K
AWS
1886
Arkfeld Wealth Strategies
Nebraska
$271K
PPWM
1887
Premier Private Wealth Management
Florida
$271K
CWWM
1888
Clear Wave Wealth Management
New Jersey
$271K
CPC
1889
Consolidated Planning Corp
Georgia
$268K
PWP
1890
Ponta Wealth Partners
Florida
$267K
CRI
1891
Commonwealth Retirement Investments
Virginia
$267K
JWM
1892
Jessup Wealth Management
Ohio
$266K
TCP
1893
TMB Capital Partners
Arkansas
$266K
MFP
1894
Meramec Financial Planners
Missouri
$265K
GRR
1895
Golden Reserve Retirement
Ohio
$265K
MIP
1896
Marietta Investment Partners
Wisconsin
$265K
UWM
1897
Urban Wealth Management
California
$265K
LPT
1898
Legacy Private Trust
Wisconsin
$265K
BFA
1899
Beaumont Financial Advisors
Massachusetts
$265K
MWM
1900
MBE Wealth Management
Wisconsin
$265K