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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
MUMSS
2126
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K
IWM
2127
IMG Wealth Management
Florida
$189K
CFFP
2128
Center for Financial Planning
Michigan
$188K
RMP
2129
Richards, Merrill & Peterson
Washington
$187K
BC
2130
Bayforest Capital
United Kingdom
$186K
AA
2131
Addison Advisors
Vermont
$184K
BFS
2132
Beacon Financial Strategies
North Carolina
$184K
VFM
2133
Vision Financial Markets
Connecticut
$183K
VC
2134
Vestor Capital
Illinois
$181K
AEPWM
2135
Atlantic Edge Private Wealth Management
Florida
$181K
HIMS
2136
Hager Investment Management Services
New Hampshire
$180K
WA
2137
Whipplewood Advisors
Colorado
$178K
KC
2138
Knuff & Co
California
$178K
FFO
2139
Fortitude Family Office
Arizona
$178K
PGAM
2140
Princeton Global Asset Management
New Jersey
$178K
AP
2141
Atwood & Palmer
Missouri
$177K
KB
2142
Kimelman & Baird
New York
$174K
GFA
2143
Godfrey Financial Associates
New York
$174K
HCM
2144
Hollencrest Capital Management
California
$172K
HIW
2145
Holos Integrated Wealth
Pennsylvania
$168K
NECFA
2146
New England Capital Financial Advisors
Connecticut
$166K
CT
2147
Coastline Trust
Rhode Island
$166K
RFP
2148
Root Financial Partners
California
$164K
GTAM
2149
Global Trust Asset Management
Florida
$164K
CWM
2150
Cranbrook Wealth Management
Michigan
$161K