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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
TW
2076
Tempo Wealth
Ohio
$213K
TW
2077
Traveka Wealth
California
$212K
FAT
2078
First American Trust
California
$212K
AIA
2079
Alternative Investment Advisors
Florida
$212K
DFG
2080
Demars Financial Group
Washington
$212K
CCA
2081
Cadent Capital Advisors
Oklahoma
$211K
MWA
2082
Medallion Wealth Advisors
Connecticut
$211K
KOC
2083
Koss-Olinger Consulting
Florida
$211K
BIG
2084
Brookwood Investment Group
Arizona
$211K
SHGA
2085
Sand Hill Global Advisors
California
$211K
NIM
2086
Northeast Investment Management
Massachusetts
$210K
FC
2087
Fusion Capital
South Carolina
$210K
PIA
2088
Pinion Investment Advisors
Kansas
$210K
AWA
2089
Arbor Wealth Advisors
Michigan
$210K
MBWA
2090
Marin Bay Wealth Advisors
California
$210K
JFGLC
2091
Johnson Financial Group LLC (Colorado)
Colorado
$209K
1WA
2092
180 Wealth Advisors
Washington
$209K
SF
2093
Slagle Financial
Illinois
$209K
ZF
2094
Zhang Financial
Michigan
$208K
PCS
2095
Private Client Services
Kentucky
$208K
CTI
2096
Community Trust & Investment
Kentucky
$208K
ADBIC
2097
A.D. Beadell Investment Counsel
Wisconsin
$208K
AT
2098
American Trust
Kentucky
$208K
SWA
2099
Strategies Wealth Advisors
Michigan
$207K
VNA
2100
Valley National Advisers
Pennsylvania
$207K