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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
HPC
1976
Hobart Private Capital
North Carolina
$240K
SL
1977
Sentry LLC
Tennessee
$239K
WW
1978
Wright Wealth
Georgia
$238K
WCG
1979
Weaver Consulting Group
California
$238K
JPMIA
1980
J.P. Marvel Investment Advisors
Massachusetts
$237K
AAS
1981
Annex Advisory Services
Wisconsin
$236K
SSA
1982
Schonfeld Strategic Advisors
New York
$236K
SPWM
1983
Smith Partners Wealth Management
North Carolina
$236K
WC
1984
Whitney & Co
New York
$236K
RAM
1985
Revere Asset Management
Texas
$236K
DT
1986
DV Trading
Illinois
$236K
EAP
1987
Elevation Advisory Partners
Florida
$236K
SHFP
1988
Second Half Financial Partners
Florida
$236K
SIAG
1989
Safeguard Investment Advisory Group
California
$236K
GF
1990
GGM Financials
Ohio
$235K
LWM
1991
Liberty Wealth Management
California
$235K
CWIG
1992
Chung Wu Investment Group
Texas
$234K
PL
1993
Plancorp LLC
Missouri
$234K
FLFS
1994
Family Legacy Financial Solutions
North Carolina
$234K
TW
1995
TritonPoint Wealth
Maryland
$234K
CRIG
1996
Charter Research & Investment Group
Connecticut
$233K
MWM
1997
Mattern Wealth Management
Kansas
$233K
ECML
1998
Eagle Capital Management (Louisiana)
Louisiana
$233K
WFA
1999
Wellspring Financial Advisors
Ohio
$233K
NRG
2000
Nemes Rush Group
Michigan
$233K