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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
LAM
2226
Lummis Asset Management
Texas
$65.5K
HSA
2227
Hussman Strategic Advisors
Maryland
$65.5K
HI
2228
Hoey Investments
Pennsylvania
$65.5K
CTWM
2229
Cherry Tree Wealth Management
Minnesota
$65.4K
BTD
2230
BankPlus Trust Department
Mississippi
$64.7K
BWAM
2231
Boyd Watterson Asset Management
Ohio
$62.7K
POIA
2232
Pin Oak Investment Advisors
Texas
$61K
DWP
2233
Destiny Wealth Partners
Florida
$60.6K
BGAI
2234
Bruce G. Allen Investments
Colorado
$60.5K
SIM
2235
Synergy Investment Management
Florida
$59.8K
HCM
2236
Horrell Capital Management
Arkansas
$58.9K
TFGT
2237
TS Financial Group (TSFG)
Illinois
$58K
WETS
2238
Wealth Enhancement Trust Services
South Dakota
$56.4K
CPG
2239
Cornerstone Planning Group
New Jersey
$54.7K
M
2240
MOTCO
Texas
$54.6K
LFA
2241
LGT Financial Advisors
Texas
$53.9K
DAM
2242
Delta Asset Management
Tennessee
$52.5K
MS
2243
Monetary Solutions
Ohio
$52.5K
ATC
2244
Advantage Trust Company
Kansas
$52.2K
KCM
2245
Key Capital Management
Tennessee
$51.5K
FA
2246
Fountainhead AM
New Jersey
$49.9K
LWMI
2247
Legacy Wealth Management (Idaho)
Idaho
$49.2K
BAM
2248
Bellevue Asset Management
Washington
$49K
KFA
2249
Kelleher Financial Advisors
New York
$48.7K
AWM
2250
Abound Wealth Management
Tennessee
$48.7K