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Duke Energy

2,463 hedge funds and large institutions have $70.7B invested in Duke Energy in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 1,082 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,463
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
BTD
2251
BankPlus Trust Department
Mississippi
$64.7K
BWAM
2252
Boyd Watterson Asset Management
Ohio
$62.7K
POIA
2253
Pin Oak Investment Advisors
Texas
$61K
DWP
2254
Destiny Wealth Partners
Florida
$60.6K
BGAI
2255
Bruce G. Allen Investments
Colorado
$60.5K
SIM
2256
Synergy Investment Management
Florida
$59.8K
HCM
2257
Horrell Capital Management
Arkansas
$58.9K
TFGT
2258
TS Financial Group (TSFG)
Illinois
$58K
WETS
2259
Wealth Enhancement Trust Services
South Dakota
$56.4K
CPG
2260
Cornerstone Planning Group
New Jersey
$54.7K
M
2261
MOTCO
Texas
$54.6K
LFA
2262
LGT Financial Advisors
Texas
$53.9K
DAM
2263
Delta Asset Management
Tennessee
$52.5K
MS
2264
Monetary Solutions
Ohio
$52.5K
ATC
2265
Advantage Trust Company
Kansas
$52.2K
KCM
2266
Key Capital Management
Tennessee
$51.5K
FA
2267
Fountainhead AM
New Jersey
$49.9K
LWMI
2268
Legacy Wealth Management (Idaho)
Idaho
$49.2K
BAM
2269
Bellevue Asset Management
Washington
$49K
KFA
2270
Kelleher Financial Advisors
New York
$48.7K
AWM
2271
Abound Wealth Management
Tennessee
$48.7K
MCA
2272
Midwest Capital Advisors
Michigan
$48.5K
FFA
2273
Frazier Financial Advisors
Ohio
$48.1K
C
2274
Covestor
United Kingdom
$48K
WA
2275
Walsh & Associates
Florida
$47.4K