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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
RIM
1901
Rockbridge Investment Management
New York
$264K
TFA
1902
Transamerica Financial Advisors
Florida
$264K
EA
1903
Enclave Advisors
Texas
$264K
CRI
1904
Colonial River Investments
Virginia
$264K
PWA
1905
Phoenix Wealth Advisors
North Carolina
$264K
KBFS
1906
Kohmann Bosshard Financial Services
Ohio
$264K
TFG
1907
Taylor Financial Group
Virginia
$263K
ST
1908
Sentinel Trust
Texas
$263K
PTB
1909
Pioneer Trust Bank
Oregon
$262K
AIIMS
1910
Analyst IMS Investment Management Services
Israel
$262K
PA
1911
Promethium Advisors
Maryland
$262K
GCM
1912
Graver Capital Management
Ohio
$262K
TSMHT
1913
Thurston Springer Miller Herd & Titak
Indiana
$261K
EHWM
1914
Eads & Heald Wealth Management
Georgia
$261K
KCM
1915
Kornitzer Capital Management
Kansas
$260K
CFS
1916
Commonwealth Financial Services
West Virginia
$259K
AFW
1917
Atlantic Family Wealth
Florida
$259K
CWM
1918
Chesapeake Wealth Management
Virginia
$259K
WEG
1919
World Equity Group
Illinois
$259K
MCM
1920
MV Capital Management
Maryland
$259K
WAM
1921
WealthTrust Asset Management
Florida
$259K
T
1922
TrustBank
Illinois
$258K
PWPS
1923
Pinnacle Wealth Planning Services
Ohio
$258K
FPWM
1924
FSB Premier Wealth Management
Iowa
$258K
CWM
1925
CarsonAllaria Wealth Management
Illinois
$257K