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
PJWM
2051
Philip James Wealth Mangement
Georgia
$219K
FFA
2052
Florida Financial Advisors
Florida
$219K
SPWM
2053
Schrum Private Wealth Management
Florida
$219K
BPW
2054
BlueDoor Private Wealth
Massachusetts
$218K
A
2055
Allianz
Germany
$218K
CIA
2056
Compass Ion Advisors
Pennsylvania
$218K
MAG
2057
MRA Advisory Group
New Jersey
$218K
WMN
2058
Wealth Management Nebraska
Nebraska
$218K
SDWIA
2059
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K
SCA
2060
Strathmore Capital Advisors
North Carolina
$217K
CWMK
2061
Caliber Wealth Management (Kansas)
Kansas
$217K
GHA
2062
Good Harbor Advisors
Massachusetts
$217K
MCP
2063
Mirador Capital Partners
California
$216K
SW
2064
SkyOak Wealth
Michigan
$216K
GHA
2065
Granite Harbor Advisors
Texas
$216K
BC
2066
Barrett & Company
Rhode Island
$216K
TAP
2067
TSG Advice Partners
Ohio
$214K
CCM
2068
Crew Capital Management
Ohio
$214K
ME
2069
McIlrath & Eck
Washington
$213K
SA
2070
SPWM Advisors
Michigan
$213K
CFGW
2071
Chancellor Financial Group WB
Pennsylvania
$213K
MIA
2072
MeadowBrook Investment Advisors
Michigan
$213K
WFMPM
2073
Woodley Farra Manion Portfolio Management
Indiana
$213K
RI
2074
Ruggiero Investments
Florida
$213K
FWM
2075
ForthRight Wealth Management
Georgia
$213K