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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
SIAG
2001
Safeguard Investment Advisory Group
California
$236K
GF
2002
GGM Financials
Ohio
$235K
LWM
2003
Liberty Wealth Management
California
$235K
CWIG
2004
Chung Wu Investment Group
Texas
$234K
PL
2005
Plancorp LLC
Missouri
$234K
FLFS
2006
Family Legacy Financial Solutions
North Carolina
$234K
TW
2007
TritonPoint Wealth
Maryland
$234K
CRIG
2008
Charter Research & Investment Group
Connecticut
$233K
MWM
2009
Mattern Wealth Management
Kansas
$233K
ECML
2010
Eagle Capital Management (Louisiana)
Louisiana
$233K
WFA
2011
Wellspring Financial Advisors
Ohio
$233K
NRG
2012
Nemes Rush Group
Michigan
$233K
ONB
2013
Old National Bancorp
Indiana
$232K
KCAM
2014
Kagan Cocozza Asset Management
New Jersey
$232K
RIA
2015
Richwood Investment Advisors
Ohio
$232K
NFGCM
2016
Norman Fields Gottscho Capital Management
New York
$232K
MAP
2017
Moody Aldrich Partners
Massachusetts
$232K
BDF
2018
Black Diamond Financial
Maryland
$232K
RCG
2019
Regatta Capital Group
California
$231K
WPW
2020
Waldron Private Wealth
Pennsylvania
$231K
JF
2021
Joule Financial
Kentucky
$231K
IG
2022
IFS Group
Pennsylvania
$231K
EWP
2023
Elevation Wealth Partners
California
$231K
RWMG
2024
Redwood Wealth Management Group
New Jersey
$230K
TWA
2025
TCI Wealth Advisors
Arizona
$230K