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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
PWM
2276
Peck Wealth Management
New York
$39.3K
CFG
2277
Chapman Financial Group
Hawaii
$39.2K
MEG
2278
Millstone Evans Group
Colorado
$38.9K
DWS
2279
Dynamic Wealth Strategies
California
$38.5K
MCA
2280
McGuire Capital Advisors
Oklahoma
$38.4K
AFC
2281
Ares Financial Consulting
California
$37.8K
VWM
2282
Vermillion Wealth Management
Minnesota
$37.7K
PWMG
2283
Private Wealth Management Group
New Jersey
$37.4K
AW
2284
Avion Wealth
Texas
$37K
IWP
2285
IAG Wealth Partners
Wisconsin
$36K
EA
2286
Evergreen Advisors
Tennessee
$35.6K
AIM
2287
Access Investment Management
Georgia
$34.3K
OW
2288
Olistico Wealth
Oklahoma
$34.1K
HWP
2289
Highline Wealth Partners
California
$33.5K
LWM
2290
Lodestone Wealth Management
Washington
$33.3K
AWM
2291
Activest Wealth Management
Florida
$33.1K
WAS
2292
Winch Advisory Services
Wisconsin
$33.1K
FFL
2293
Financial Freedom LLC
Ohio
$32.4K
LD
2294
Lipe & Dalton
New York
$32K
WGL
2295
Wellington Grp LLC
Indiana
$30.6K
NWMP
2296
Noble Wealth Management PBC
Colorado
$30.5K
JFA
2297
JNBA Financial Advisors
Minnesota
$29.2K
BCPWM
2298
Bradley & Co Private Wealth Management
Florida
$29.1K
DCM
2299
Dorato Capital Management
Colorado
$28.4K
KFP
2300
Kerr Financial Planning
California
$28.4K