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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
BWM
2051
BNB Wealth Management
Maryland
$223K
GIM
2052
Goelzer Investment Management
Indiana
$223K
AW
2053
Alteri Wealth
California
$223K
WSWA
2054
Warren Street Wealth Advisors
California
$222K
FMI
2055
F/M Investments
District of Columbia
$222K
FC
2056
Fairscale Capital
New Hampshire
$221K
ODE
2057
O'Domhnaill Enterprises
Wyoming
$221K
RK
2058
Rather & Kittrell
Tennessee
$221K
ERIC
2059
Eagle Rock Investment Company
Georgia
$221K
LI
2060
LVZ Inc
Michigan
$220K
PRP
2061
Peak Retirement Planning
Ohio
$220K
MCFP
2062
Mallini Complete Financial Planning
Florida
$220K
EIG
2063
Ellenbecker Investment Group
Wisconsin
$220K
JFGIW
2064
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K
SFGM
2065
Stonebridge Financial Group (Missouri)
Missouri
$219K
SPWM
2066
Spartan Planning & Wealth Management
North Carolina
$219K
GI
2067
GAMCO Investors
Connecticut
$219K
PJWM
2068
Philip James Wealth Mangement
Georgia
$219K
FFA
2069
Florida Financial Advisors
Florida
$219K
SPWM
2070
Schrum Private Wealth Management
Florida
$219K
BPW
2071
BlueDoor Private Wealth
Massachusetts
$218K
A
2072
Allianz
Germany
$218K
CIA
2073
Compass Ion Advisors
Pennsylvania
$218K
MAG
2074
MRA Advisory Group
New Jersey
$218K
WMN
2075
Wealth Management Nebraska
Nebraska
$218K