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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
JSAM
2376
J. Safra Asset Management
New York
$14.4K
RTL
2377
Red Tortoise LLC
Georgia
$14.3K
IW
2378
Imprint Wealth
South Carolina
$14K
CAC
2379
Core Alternative Capital
Georgia
$13.6K
CFP
2380
Comprehensive Financial Planning
Pennsylvania
$13.6K
W
2381
WealthCollab
Washington
$13.4K
DCM
2382
Davis Capital Management
Florida
$13.4K
GPI
2383
General Partner Inc
Pennsylvania
$13.2K
SA
2384
SRH Advisors
Kansas
$13.1K
GK
2385
Graney & King
New York
$13.1K
LC
2386
Lavaca Capital
Texas
$13.1K
MWA
2387
Miller Wealth Advisors
Colorado
$13.1K
TAR
2388
Trask Adam Roland
$13.1K
ECA
2389
Elevated Capital Advisors
Utah
$13K
GAAM
2390
Guinness Atkinson Asset Management
California
$12.2K
EF
2391
Entrust Financial
Pennsylvania
$11.9K
RIAS
2392
Rachor Investment Advisory Services
Michigan
$11.4K
RS
2393
Rakuten Securities
Japan
$11.3K
BH
2394
Burk Holdings
Oklahoma
$11.3K
NRWA
2395
North Ridge Wealth Advisors
Oregon
$11.1K
PWA
2396
Portus Wealth Advisors
North Carolina
$11K
LAS
2397
Lloyd Advisory Services
Georgia
$11K
KFG
2398
Kingdom Financial Group
Arizona
$11K
TIM
2399
Thompson Investment Management
Wisconsin
$10.5K
MWM
2400
Magnolia Wealth Management
Alabama
$10.5K