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