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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
PSFG
2351
Park Square Financial Group
Georgia
$14.4K
JSAM
2352
J. Safra Asset Management
New York
$14.4K
APW
2353
Acima Private Wealth
Virginia
$14.4K
RTL
2354
Red Tortoise LLC
Georgia
$14.3K
IW
2355
Imprint Wealth
South Carolina
$14K
CAC
2356
Core Alternative Capital
Georgia
$13.6K
CFP
2357
Comprehensive Financial Planning
Pennsylvania
$13.6K
W
2358
WealthCollab
Washington
$13.4K
DCM
2359
Davis Capital Management
Florida
$13.4K
GPI
2360
General Partner Inc
Pennsylvania
$13.2K
SA
2361
SRH Advisors
Kansas
$13.1K
LC
2362
Lavaca Capital
Texas
$13.1K
MWA
2363
Miller Wealth Advisors
Colorado
$13.1K
GK
2364
Graney & King
New York
$13.1K
TAR
2365
Trask Adam Roland
$13.1K
ECA
2366
Elevated Capital Advisors
Utah
$13K
GAAM
2367
Guinness Atkinson Asset Management
California
$12.2K
EF
2368
Entrust Financial
Pennsylvania
$11.9K
RIAS
2369
Rachor Investment Advisory Services
Michigan
$11.4K
RS
2370
Rakuten Securities
Japan
$11.3K
BH
2371
Burk Holdings
Oklahoma
$11.3K
NRWA
2372
North Ridge Wealth Advisors
Oregon
$11.1K
PWA
2373
Portus Wealth Advisors
North Carolina
$11K
LAS
2374
Lloyd Advisory Services
Georgia
$11K
KFG
2375
Kingdom Financial Group
Arizona
$11K