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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
TPWA
2201
Twin Peaks Wealth Advisors
California
$94.5K
LIA
2202
Luken Investment Analytics
Tennessee
$94.4K
LI
2203
LRI Investments
Florida
$93.8K
IRAG
2204
Investment Research & Advisory Group
Georgia
$92.2K
BHWM
2205
Beaird Harris Wealth Management
Texas
$90.3K
TWD
2206
True Wealth Design
Ohio
$90.3K
PP
2207
PFS Partners
New Jersey
$88.3K
EDRH
2208
Edmond de Rothschild Holding
Switzerland
$87.3K
FW
2209
Fairway Wealth
Ohio
$86.9K
JGIA
2210
Jackson Grant Investment Advisers
Connecticut
$83.3K
KFAS
2211
Keating Financial Advisory Services
Kansas
$82.8K
WSCM
2212
Wellington Shields Capital Management
New York
$82.5K
GWP
2213
Gen-Wealth Partners
Michigan
$81.6K
S
2214
Sachetta
Massachusetts
$81.3K
IRC
2215
Investors Research Corp
Georgia
$78.6K
EWM
2216
Evolution Wealth Management
Florida
$77.6K
1M
2217
1248 Management
Missouri
$76.9K
IA
2218
IFG Advisory
Georgia
$75.7K
BW
2219
Basepoint Wealth
Iowa
$74.7K
FGA
2220
Fortis Group Advisors
New Jersey
$74.6K
MMCM
2221
Murphy & Mullick Capital Management
New York
$73.7K
CA
2222
Centerpoint Advisors
Massachusetts
$72K
HFM
2223
Hartford Financial Management
Connecticut
$71.2K
PCTC
2224
Perkins Coie Trust Company
Washington
$66.4K
WPWM
2225
Western Pacific Wealth Management
Illinois
$65.9K