We are live on ! Find out more
DUK icon

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
MCA
2301
McGuire Capital Advisors
Oklahoma
$38.4K
AFC
2302
Ares Financial Consulting
California
$37.8K
VWM
2303
Vermillion Wealth Management
Minnesota
$37.7K
PWMG
2304
Private Wealth Management Group
New Jersey
$37.4K
AW
2305
Avion Wealth
Texas
$37K
IWP
2306
IAG Wealth Partners
Wisconsin
$36K
EA
2307
Evergreen Advisors
Tennessee
$35.6K
AIM
2308
Access Investment Management
Georgia
$34.3K
OW
2309
Olistico Wealth
Oklahoma
$34.1K
HWP
2310
Highline Wealth Partners
California
$33.5K
LWM
2311
Lodestone Wealth Management
Washington
$33.3K
AWM
2312
Activest Wealth Management
Florida
$33.1K
WAS
2313
Winch Advisory Services
Wisconsin
$33.1K
CBT
2314
CoreFirst Bank & Trust
Kansas
$33K
FFL
2315
Financial Freedom LLC
Ohio
$32.4K
LD
2316
Lipe & Dalton
New York
$32K
WG
2317
Wellington Group
Indiana
$30.6K
NWMP
2318
Noble Wealth Management PBC
Colorado
$30.5K
JFA
2319
JNBA Financial Advisors
Minnesota
$29.2K
BCPWM
2320
Bradley & Co Private Wealth Management
Florida
$29.1K
DCM
2321
Dorato Capital Management
Colorado
$28.4K
KFP
2322
Kerr Financial Planning
California
$28.4K
BIA
2323
Bell Investment Advisors
California
$28.2K
FNWA
2324
Financial Network Wealth Advisors
Utah
$27.9K
SWA
2325
SOA Wealth Advisors
New York
$27.1K