We are live on ! Find out more
DUK icon

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
HIM
1901
Hanlon Investment Management
New Jersey
$272K
PCA
1902
Peddock Capital Advisors
Massachusetts
$272K
AWS
1903
Arkfeld Wealth Strategies
Nebraska
$271K
PPWM
1904
Premier Private Wealth Management
Florida
$271K
CWWM
1905
Clear Wave Wealth Management
New Jersey
$271K
CPC
1906
Consolidated Planning Corp
Georgia
$268K
PWP
1907
Ponta Wealth Partners
Florida
$267K
CRI
1908
Commonwealth Retirement Investments
Virginia
$267K
JWM
1909
Jessup Wealth Management
Ohio
$266K
TCP
1910
TMB Capital Partners
Arkansas
$266K
MFP
1911
Meramec Financial Planners
Missouri
$265K
GRR
1912
Golden Reserve Retirement
Ohio
$265K
MIP
1913
Marietta Investment Partners
Wisconsin
$265K
UWM
1914
Urban Wealth Management
California
$265K
LPT
1915
Legacy Private Trust
Wisconsin
$265K
BFA
1916
Beaumont Financial Advisors
Massachusetts
$265K
MWM
1917
MBE Wealth Management
Wisconsin
$265K
RIM
1918
Rockbridge Investment Management
New York
$264K
TFA
1919
Transamerica Financial Advisors
Florida
$264K
EA
1920
Enclave Advisors
Texas
$264K
CRI
1921
Colonial River Investments
Virginia
$264K
PWA
1922
Phoenix Wealth Advisors
North Carolina
$264K
KBFS
1923
Kohmann Bosshard Financial Services
Ohio
$264K
TFG
1924
Taylor Financial Group
Virginia
$263K
ST
1925
Sentinel Trust
Texas
$263K