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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$27.5M
CA
202
CapWealth Advisors
Tennessee
$27.4M
KAS
203
Kestra Advisory Services
Texas
$26.9M
GGI
204
Godsey & Gibb Inc
Virginia
$26.7M
SOMRS
205
State of Michigan Retirement System
Michigan
$26.6M
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$26.5M
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$26.4M
SPIA
208
Steward Partners Investment Advisory
New York
$26.1M
AT
209
Arbejdsmarkedets Tillaegspension
$26M
ECSS
210
Eurizon Capital SGR SpA
$26M
Mirae Asset Global ETFs Holdings
211
Mirae Asset Global ETFs Holdings
Hong Kong
$25.6M
SFM
212
Stack Financial Management
Montana
$24.9M
PR
213
Payden & Rygel
California
$24.8M
O
214
Ossiam
France
$24.8M
Hudson Bay Capital Management
215
Hudson Bay Capital Management
Connecticut
$24.7M
FCBT
216
First Citizens Bank & Trust
North Carolina
$24.1M
AF
217
Allworth Financial
California
$23.9M
MIM
218
MetLife Investment Management
New Jersey
$23.8M
BG
219
Bollard Group
Massachusetts
$23.3M
UB
220
UMB Bank
Missouri
$23.2M
Calamos Advisors
221
Calamos Advisors
Illinois
$23.1M
WB
222
WesBanco Bank
West Virginia
$22.7M
Royal London Asset Management
223
Royal London Asset Management
United Kingdom
$22.5M
OAM
224
Oppenheimer Asset Management
New York
$22.3M
BF
225
BOK Financial
Oklahoma
$22.1M