DUK icon

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
ONB
2001
Old National Bancorp
Indiana
$232K
KCAM
2002
Kagan Cocozza Asset Management
New Jersey
$232K
RIA
2003
Richwood Investment Advisors
Ohio
$232K
NFGCM
2004
Norman Fields Gottscho Capital Management
New York
$232K
MAP
2005
Moody Aldrich Partners
Massachusetts
$232K
BDF
2006
Black Diamond Financial
Maryland
$232K
RCG
2007
Regatta Capital Group
California
$231K
WPW
2008
Waldron Private Wealth
Pennsylvania
$231K
JF
2009
Joule Financial
Kentucky
$231K
IG
2010
IFS Group
Pennsylvania
$231K
EWP
2011
Elevation Wealth Partners
California
$231K
RWMG
2012
Redwood Wealth Management Group
New Jersey
$230K
TWA
2013
TCI Wealth Advisors
Arizona
$230K
CWMG
2014
Compass Wealth Management (Georgia)
Georgia
$230K
BWL
2015
Beacon Wealthcare LLC
North Carolina
$230K
NA
2016
Nordwand Advisors
Pennsylvania
$230K
NDSI
2017
Newman Dignan & Sheerar Inc
Rhode Island
$230K
BF
2018
bLong Financial
Tennessee
$229K
BRA
2019
Bender Robert & Associates
California
$229K
KG
2020
Kieckhefer Group
Wisconsin
$229K
HFS
2021
Hughes Financial Services
Virginia
$228K
FAG
2022
Fortitude Advisory Group
Washington
$228K
HWA
2023
Hilltop Wealth Advisors
North Carolina
$228K
FM
2024
Foster & Motley
Ohio
$228K
CTB
2025
Country Trust Bank
Illinois
$228K