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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
LS
1976
Leelyn Smith
Illinois
$246K
IWC
1977
Infinity Wealth Counsel
Ohio
$246K
SFS
1978
Sharp Financial Services
Pennsylvania
$246K
Financial Engines Advisors
1979
Financial Engines Advisors
California
$245K
PFG
1980
Prosperity Financial Group
California
$244K
GGS
1981
Galvin Gaustad & Stein
Arizona
$243K
JBA
1982
Johnson Bixby & Associates
Washington
$243K
FWA
1983
FSM Wealth Advisors
Ohio
$243K
TFS
1984
Thoroughbred Financial Services
Tennessee
$242K
APM
1985
a16z Perennial Management
California
$242K
COCM
1986
Charter Oak Capital Management
New Hampshire
$241K
BCI
1987
Blue Capital Inc
Nebraska
$241K
AMM
1988
American Money Management
California
$241K
LEA
1989
Legacy Edge Advisors
New York
$241K
PFM
1990
Patton Fund Management
Texas
$241K
TCM
1991
Tradewinds Capital Management
Washington
$240K
TP
1992
Tranquility Partners
Tennessee
$240K
HPC
1993
Hobart Private Capital
North Carolina
$240K
SL
1994
Sentry LLC
Tennessee
$239K
WW
1995
Wright Wealth
Georgia
$238K
WCG
1996
Weaver Consulting Group
California
$238K
JPMIA
1997
J.P. Marvel Investment Advisors
Massachusetts
$237K
AAS
1998
Annex Advisory Services
Wisconsin
$236K
SSA
1999
Schonfeld Strategic Advisors
New York
$236K
SPWM
2000
Smith Partners Wealth Management
North Carolina
$236K