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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
BIA
2301
Bell Investment Advisors
California
$28.2K
FNWA
2302
Financial Network Wealth Advisors
Utah
$27.9K
SWA
2303
SOA Wealth Advisors
New York
$27.1K
GA
2304
GoalVest Advisory
New York
$26.8K
NL
2305
NorthAvenue LLC
Ohio
$26.2K
DF
2306
Dunhill Financial
United Kingdom
$26K
STB
2307
S&T Bank
Pennsylvania
$25.7K
PWM
2308
Proathlete Wealth Management
Florida
$25.5K
DIP
2309
DT Investment Partners
Pennsylvania
$24.9K
ACA
2310
American Capital Advisory
Idaho
$24.5K
MAS
2311
MPWM Advisory Solutions
Georgia
$24.5K
MSG
2312
Main Street Group
Virginia
$24.4K
OWP
2313
ORG Wealth Partners
Texas
$24.3K
FCG
2314
Financial Connections Group
California
$24K
1NWS
2315
1 North Wealth Services
Maryland
$24K
TCM
2316
Triumph Capital Management
Colorado
$23.8K
VNT
2317
Vanguard National Trust
Pennsylvania
$23.7K
CH
2318
CDKV Holdings
Colorado
$23.3K
BA
2319
Blueline Advisors
New Hampshire
$23K
MWM
2320
Mascoma Wealth Management
New Hampshire
$22.9K
VWM
2321
Valley Wealth Managers
New Jersey
$22.4K
LWCFA
2322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K
SRCM
2323
Signature Resources Capital Management
California
$22.1K
AW
2324
Ankerstar Wealth
Texas
$22.1K
GCM
2325
Gunpowder Capital Management
Maryland
$21.9K