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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
JF
2026
Joule Financial
Kentucky
$231K
IG
2027
IFS Group
Pennsylvania
$231K
EWP
2028
Elevation Wealth Partners
California
$231K
RWMG
2029
Redwood Wealth Management Group
New Jersey
$230K
TWA
2030
TCI Wealth Advisors
Arizona
$230K
CWMG
2031
Compass Wealth Management (Georgia)
Georgia
$230K
BWL
2032
Beacon Wealthcare LLC
North Carolina
$230K
NA
2033
Nordwand Advisors
Pennsylvania
$230K
NDSI
2034
Newman Dignan & Sheerar Inc
Rhode Island
$230K
BF
2035
bLong Financial
Tennessee
$229K
BRA
2036
Bender Robert & Associates
California
$229K
KG
2037
Kieckhefer Group
Wisconsin
$229K
HFS
2038
Hughes Financial Services
Virginia
$228K
FAG
2039
Fortitude Advisory Group
Washington
$228K
HWA
2040
Hilltop Wealth Advisors
North Carolina
$228K
FM
2041
Foster & Motley
Ohio
$228K
CTB
2042
Country Trust Bank
Illinois
$228K
BS
2043
Brighton Securities
New York
$227K
WWA
2044
Wingate Wealth Advisors
Massachusetts
$227K
OSNBOA
2045
Old Second National Bank of Aurora
Illinois
$226K
FFC
2046
First Financial Corp
Indiana
$225K
WMWM
2047
Wilkins Miller Wealth Management
Alabama
$225K
WIM
2048
Walsky Investment Management
Pennsylvania
$224K
SHFG
2049
S Harris Financial Group
Texas
$223K
SI
2050
Saxon Interests
Texas
$223K