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Duke Energy

2,457 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, 1,081 increasing their positions, 819 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,457
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
CPC
1901
Consolidated Planning Corp
Georgia
$268K
PWP
1902
Ponta Wealth Partners
Florida
$267K
CRI
1903
Commonwealth Retirement Investments
Virginia
$267K
JWM
1904
Jessup Wealth Management
Ohio
$266K
TCP
1905
TMB Capital Partners
Arkansas
$266K
MFP
1906
Meramec Financial Planners
Missouri
$265K
GRR
1907
Golden Reserve Retirement
Ohio
$265K
MIP
1908
Marietta Investment Partners
Wisconsin
$265K
UWM
1909
Urban Wealth Management
California
$265K
LPT
1910
Legacy Private Trust
Wisconsin
$265K
BFA
1911
Beaumont Financial Advisors
Massachusetts
$265K
MWM
1912
MBE Wealth Management
Wisconsin
$265K
RIM
1913
Rockbridge Investment Management
New York
$264K
TFA
1914
Transamerica Financial Advisors
Florida
$264K
EA
1915
Enclave Advisors
Texas
$264K
CRI
1916
Colonial River Investments
Virginia
$264K
PWA
1917
Phoenix Wealth Advisors
North Carolina
$264K
KBFS
1918
Kohmann Bosshard Financial Services
Ohio
$264K
TFG
1919
Taylor Financial Group
Virginia
$263K
ST
1920
Sentinel Trust
Texas
$263K
PTB
1921
Pioneer Trust Bank
Oregon
$262K
AIIMS
1922
Analyst IMS Investment Management Services
Israel
$262K
PA
1923
Promethium Advisors
Maryland
$262K
GCM
1924
Graver Capital Management
Ohio
$262K
TSMHT
1925
Thurston Springer Miller Herd & Titak
Indiana
$261K