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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
CW
1951
CrossGen Wealth
North Carolina
$249K
JWBC
1952
J.W. Burns & Co
New York
$249K
AFM
1953
Armstrong Fleming & Moore
District of Columbia
$248K
EAM
1954
Everstar Asset Management
North Carolina
$248K
MWP
1955
Meridian Wealth Partners
Pennsylvania
$247K
SCM
1956
Silvant Capital Management
Georgia
$247K
Allianz Asset Management
1957
Allianz Asset Management
Germany
$246K
PS
1958
Planned Solutions
California
$246K
LS
1959
Leelyn Smith
Illinois
$246K
IWC
1960
Infinity Wealth Counsel
Ohio
$246K
SFS
1961
Sharp Financial Services
Pennsylvania
$246K
Financial Engines Advisors
1962
Financial Engines Advisors
California
$245K
PFG
1963
Prosperity Financial Group
California
$244K
GGS
1964
Galvin Gaustad & Stein
Arizona
$243K
JBA
1965
Johnson Bixby & Associates
Washington
$243K
FWA
1966
FSM Wealth Advisors
Ohio
$243K
TFS
1967
Thoroughbred Financial Services
Tennessee
$242K
APM
1968
a16z Perennial Management
California
$242K
COCM
1969
Charter Oak Capital Management
New Hampshire
$241K
BCI
1970
Blue Capital Inc
Nebraska
$241K
AMM
1971
American Money Management
California
$241K
LEA
1972
Legacy Edge Advisors
New York
$241K
PFM
1973
Patton Fund Management
Texas
$241K
TCM
1974
Tradewinds Capital Management
Washington
$240K
TP
1975
Tranquility Partners
Tennessee
$240K