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Duke Energy

2,457 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, 1,081 increasing their positions, 819 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,457
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
AWA
2101
Arbor Wealth Advisors
Michigan
$210K
MBWA
2102
Marin Bay Wealth Advisors
California
$210K
JFGLC
2103
Johnson Financial Group LLC (Colorado)
Colorado
$209K
1WA
2104
180 Wealth Advisors
Washington
$209K
SF
2105
Slagle Financial
Illinois
$209K
ZF
2106
Zhang Financial
Michigan
$208K
PCS
2107
Private Client Services
Kentucky
$208K
CTI
2108
Community Trust & Investment
Kentucky
$208K
ADBIC
2109
A.D. Beadell Investment Counsel
Wisconsin
$208K
AT
2110
American Trust
Kentucky
$208K
SWA
2111
Strategies Wealth Advisors
Michigan
$207K
VNA
2112
Valley National Advisers
Pennsylvania
$207K
HC
2113
Hamilton Capital
Ohio
$206K
BFA
2114
Beacon Financial Advisory
Ohio
$206K
GT
2115
GreatBanc Trust
Illinois
$206K
AP
2116
Americana Partners
Texas
$206K
FFS
2117
Founders Financial Securities
Maryland
$204K
WFPG
2118
Waller Financial Planning Group
Ohio
$203K
NWMG
2119
Nicholson Wealth Management Group
South Carolina
$203K
SA
2120
Stewardship Advisors
Pennsylvania
$203K
SCA
2121
Stokes Capital Advisors
South Carolina
$202K
P
2122
Palladiem
Pennsylvania
$202K
LIA
2123
LBMC Investment Advisors
Tennessee
$202K
C1AG
2124
Client 1st Advisory Group
Florida
$202K
TF
2125
Trek Financial
Arizona
$201K