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Duke Energy

2,456 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, 1,081 increasing their positions, 819 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
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
BHWM
2401
Bay Harbor Wealth Management
Maryland
$9.3K
MSWM
2402
Mowery & Schoenfeld Wealth Management
Illinois
$9.17K
IAS
2403
IMA Advisory Services
Colorado
$8.9K
CWP
2404
Clark Wealth Partners
Illinois
$8.77K
HC
2405
Hurley Capital
New York
$8.58K
SA
2406
Seneschal Advisors
Washington
$8.51K
MCI
2407
MRP Capital Investments
Georgia
$8.25K
PCM
2408
Penserra Capital Management
California
$8K
VWA
2409
Valued Wealth Advisors
Utah
$7.52K
SHIM
2410
Stone House Investment Management
Pennsylvania
$7.2K
IWMWV
2411
Ironwood Wealth Management (West Virginia)
West Virginia
$7.18K
DAM
2412
Davis Asset Management
California
$7.07K
AWM
2413
Ameliora Wealth Management
Switzerland
$6.55K
GFL
2414
Granite FO LLC
New Hampshire
$6.55K
OAJ
2415
Ogorek Anthony Joseph
New York
$6K
RWM
2416
Rialto Wealth Management
New York
$5.63K
CIAS
2417
CBIZ Investment Advisory Services
Ohio
$5.63K
T
2418
Transce3nd
Texas
$5.63K
CYG
2419
Clean Yield Group
Vermont
$5.5K
GWS
2420
Greykasell Wealth Strategies
California
$5.37K
CWA
2421
Carolina Wealth Advisors
South Carolina
$5.24K
CC
2422
Centiva Capital
New York
$5.24K
HWM
2423
HighMark Wealth Management
Minnesota
$4.84K
PS
2424
PayPay Securities
Japan
$4.5K
WA
2425
WestEnd Advisors
North Carolina
$4.45K