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Duke Energy

2,456 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
2,456
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
SIM
2251
Synergy Investment Management
Florida
$59.8K
HCM
2252
Horrell Capital Management
Arkansas
$58.9K
TFGT
2253
TS Financial Group (TSFG)
Illinois
$58K
WETS
2254
Wealth Enhancement Trust Services
South Dakota
$56.4K
CPG
2255
Cornerstone Planning Group
New Jersey
$54.7K
M
2256
MOTCO
Texas
$54.6K
LFA
2257
LGT Financial Advisors
Texas
$53.9K
DAM
2258
Delta Asset Management
Tennessee
$52.5K
MS
2259
Monetary Solutions
Ohio
$52.5K
ATC
2260
Advantage Trust Company
Kansas
$52.2K
KCM
2261
Key Capital Management
Tennessee
$51.5K
FA
2262
Fountainhead AM
New Jersey
$49.9K
LWMI
2263
Legacy Wealth Management (Idaho)
Idaho
$49.2K
BAM
2264
Bellevue Asset Management
Washington
$49K
KFA
2265
Kelleher Financial Advisors
New York
$48.7K
AWM
2266
Abound Wealth Management
Tennessee
$48.7K
MCA
2267
Midwest Capital Advisors
Michigan
$48.5K
FFA
2268
Frazier Financial Advisors
Ohio
$48.1K
C
2269
Covestor
United Kingdom
$48K
WA
2270
Walsh & Associates
Florida
$47.4K
CCM
2271
Chilton Capital Management
Texas
$46.5K
TFM
2272
TFC Financial Management
Massachusetts
$46.2K
FCT
2273
First Community Trust
Iowa
$45.6K
RPA
2274
Redwood Park Advisors
California
$45.1K
1IA
2275
1620 Investment Advisors
Massachusetts
$44.3K