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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
RT
1876
Rockland Trust
Massachusetts
$284K
TAFW
1877
Tred Avon Family Wealth
Maryland
$284K
AIM
1878
Alhambra Investment Management
Florida
$283K
AA
1879
Auxano Advisors
Washington
$282K
B
1880
Bailard
California
$282K
AZ
1881
Alpha Zero
Florida
$282K
QIM
1882
Quest Investment Management
Oregon
$281K
OL
1883
OneFund LLC
Florida
$280K
WRPWM
1884
Werba Rubin Papier Wealth Management
California
$280K
LCWP
1885
Legacy Capital Wealth Partners
Arkansas
$280K
SI
1886
Severin Investments
Missouri
$279K
CCA
1887
Clearwater Capital Advisors
Illinois
$279K
TFP
1888
Tilia Fiduciary Partners
North Carolina
$278K
PCM
1889
Prelude Capital Management
New York
$277K
FMTCOCP
1890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$277K
SFM
1891
Signet Financial Management
New Jersey
$277K
PWM
1892
Provident Wealth Management
Tennessee
$276K
EIM
1893
Essex Investment Management
Massachusetts
$276K
SWASL
1894
Spartan Wealth Advisory Services LLC
Michigan
$275K
HBW
1895
Hazlett, Burt & Watson
West Virginia
$275K
PWM
1896
Partners Wealth Management
California
$274K
LSIA
1897
LaSalle St. Investment Advisors
Illinois
$274K
DWM
1898
Darwin Wealth Management
Florida
$274K
PMSA
1899
Patrick M. Sweeney & Associates
Illinois
$274K
CWG
1900
Crown Wealth Group
North Carolina
$272K