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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
BS
2026
Brighton Securities
New York
$227K
WWA
2027
Wingate Wealth Advisors
Massachusetts
$227K
OSNBOA
2028
Old Second National Bank of Aurora
Illinois
$226K
FFC
2029
First Financial Corp
Indiana
$225K
WMWM
2030
Wilkins Miller Wealth Management
Alabama
$225K
WIM
2031
Walsky Investment Management
Pennsylvania
$224K
SHFG
2032
S Harris Financial Group
Texas
$223K
SI
2033
Saxon Interests
Texas
$223K
BWM
2034
BNB Wealth Management
Maryland
$223K
GIM
2035
Goelzer Investment Management
Indiana
$223K
AW
2036
Alteri Wealth
California
$223K
WSWA
2037
Warren Street Wealth Advisors
California
$222K
FMI
2038
F/M Investments
District of Columbia
$222K
FC
2039
Fairscale Capital
New Hampshire
$221K
ODE
2040
O'Domhnaill Enterprises
Wyoming
$221K
RK
2041
Rather & Kittrell
Tennessee
$221K
ERIC
2042
Eagle Rock Investment Company
Georgia
$221K
LI
2043
LVZ Inc
Michigan
$220K
PRP
2044
Peak Retirement Planning
Ohio
$220K
MCFP
2045
Mallini Complete Financial Planning
Florida
$220K
EIG
2046
Ellenbecker Investment Group
Wisconsin
$220K
JFGIW
2047
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K
SFGM
2048
Stonebridge Financial Group (Missouri)
Missouri
$219K
SPWM
2049
Spartan Planning & Wealth Management
North Carolina
$219K
GI
2050
GAMCO Investors
Connecticut
$219K