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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
CWMG
2026
Compass Wealth Management (Georgia)
Georgia
$230K
BWL
2027
Beacon Wealthcare LLC
North Carolina
$230K
NA
2028
Nordwand Advisors
Pennsylvania
$230K
NDSI
2029
Newman Dignan & Sheerar Inc
Rhode Island
$230K
BF
2030
bLong Financial
Tennessee
$229K
BRA
2031
Bender Robert & Associates
California
$229K
KG
2032
Kieckhefer Group
Wisconsin
$229K
HFS
2033
Hughes Financial Services
Virginia
$228K
FAG
2034
Fortitude Advisory Group
Washington
$228K
HWA
2035
Hilltop Wealth Advisors
North Carolina
$228K
FM
2036
Foster & Motley
Ohio
$228K
CTB
2037
Country Trust Bank
Illinois
$228K
BS
2038
Brighton Securities
New York
$227K
WWA
2039
Wingate Wealth Advisors
Massachusetts
$227K
OSNBOA
2040
Old Second National Bank of Aurora
Illinois
$226K
FFC
2041
First Financial Corp
Indiana
$225K
WMWM
2042
Wilkins Miller Wealth Management
Alabama
$225K
WIM
2043
Walsky Investment Management
Pennsylvania
$224K
SHFG
2044
S Harris Financial Group
Texas
$223K
SI
2045
Saxon Interests
Texas
$223K
BWM
2046
BNB Wealth Management
Maryland
$223K
GIM
2047
Goelzer Investment Management
Indiana
$223K
AW
2048
Alteri Wealth
California
$223K
WSWA
2049
Warren Street Wealth Advisors
California
$222K
FMI
2050
F/M Investments
District of Columbia
$222K