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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
DWS
1926
Discipline Wealth Solutions
South Carolina
$257K
PFT
1927
Providence First Trust
Arizona
$257K
WTA
1928
Washington Trust Advisors
Massachusetts
$256K
WCM
1929
Wedge Capital Management
North Carolina
$256K
IWA
1930
IVC Wealth Advisors
Pennsylvania
$256K
OWM
1931
OneAscent Wealth Management
Alabama
$256K
FC
1932
Financial Consulate
Maryland
$255K
CP
1933
Canopy Partners
Ohio
$255K
FFG
1934
Frisch Financial Group
New York
$255K
FS
1935
Ferguson Shapiro
Georgia
$255K
FCA
1936
Fortis Capital Advisors
Kansas
$255K
MAM
1937
McLean Asset Management
Virginia
$253K
5NPW
1938
55 North Private Wealth
Florida
$253K
KWM
1939
Keebeck Wealth Management
Illinois
$253K
ES
1940
Eagle Strategies
New York
$252K
TI
1941
tru Independence
Oregon
$252K
SWP
1942
Semus Wealth Partners
Florida
$251K
EL
1943
EWA LLC
Pennsylvania
$251K
LWMNY
1944
Landmark Wealth Management (New York)
New York
$251K
SIS
1945
Strategic Investment Solutions
Illinois
$251K
PWA
1946
Physician Wealth Advisors
Utah
$251K
SCM
1947
Sunbeam Capital Management
Georgia
$250K
TWP
1948
Tower Wealth Partners
Pennsylvania
$250K
MF
1949
Meridian Financial
Massachusetts
$250K
FFA
1950
Fragasso Financial Advisors
Pennsylvania
$250K