DUK icon

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
T
2401
Transce3nd
Texas
$5.63K
CYG
2402
Clean Yield Group
Vermont
$5.5K
GWS
2403
Greykasell Wealth Strategies
California
$5.37K
CWA
2404
Carolina Wealth Advisors
South Carolina
$5.24K
CC
2405
Centiva Capital
New York
$5.24K
HWM
2406
HighMark Wealth Management
Minnesota
$4.84K
PS
2407
PayPay Securities
Japan
$4.5K
WA
2408
WestEnd Advisors
North Carolina
$4.45K
CWM
2409
Consultiva Wealth Management
Puerto Rico
$4.45K
MWM
2410
Mosley Wealth Management
California
$4.12K
TFG
2411
Team Financial Group
California
$4.04K
JFG
2412
JDM Financial Group
Texas
$3.93K
IWS
2413
Intentional Wealth Strategies
Colorado
$3.67K
CFG
2414
Clayton Financial Group
Missouri
$3.4K
DPW
2415
DiNuzzo Private Wealth
Pennsylvania
$3.4K
1CP
2416
1015 Capital Partners
Pennsylvania
$3.14K
AT
2417
Arlington Trust
Alabama
$3.14K
HFM
2418
Harvest Fund Management
China
$3K
QWM
2419
Quaker Wealth Management
New Jersey
$2.88K
OA
2420
Operose Advisors
Wisconsin
$2.88K
ACA
2421
Atlas Capital Advisors
Wyoming
$2.75K
TM
2422
Torren Management
California
$2.49K
OCM
2423
Osbon Capital Management
Massachusetts
$2.1K
MHIP
2424
Mountain Hill Investment Partners
New Jersey
$2.05K
MDA
2425
Minot DeBlois Advisors
Massachusetts
$1.96K