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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
KWM
1951
Keebeck Wealth Management
Illinois
$253K
ES
1952
Eagle Strategies
New York
$252K
TI
1953
tru Independence
Oregon
$252K
SWP
1954
Semus Wealth Partners
Florida
$251K
EL
1955
EWA LLC
Pennsylvania
$251K
LWMNY
1956
Landmark Wealth Management (New York)
New York
$251K
SIS
1957
Strategic Investment Solutions
Illinois
$251K
PWA
1958
Physician Wealth Advisors
Utah
$251K
SCM
1959
Sunbeam Capital Management
Georgia
$250K
TWP
1960
Tower Wealth Partners
Pennsylvania
$250K
MF
1961
Meridian Financial
Massachusetts
$250K
FFA
1962
Fragasso Financial Advisors
Pennsylvania
$250K
CW
1963
CrossGen Wealth
North Carolina
$249K
JWBC
1964
J.W. Burns & Co
New York
$249K
AFM
1965
Armstrong Fleming & Moore
District of Columbia
$248K
EAM
1966
Everstar Asset Management
North Carolina
$248K
MWP
1967
Meridian Wealth Partners
Pennsylvania
$247K
SCM
1968
Silvant Capital Management
Georgia
$247K
Allianz Asset Management
1969
Allianz Asset Management
Germany
$246K
PS
1970
Planned Solutions
California
$246K
LS
1971
Leelyn Smith
Illinois
$246K
IWC
1972
Infinity Wealth Counsel
Ohio
$246K
SFS
1973
Sharp Financial Services
Pennsylvania
$246K
Financial Engines Advisors
1974
Financial Engines Advisors
California
$245K
PFG
1975
Prosperity Financial Group
California
$244K