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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
CWM
2426
Consultiva Wealth Management
Puerto Rico
$4.45K
MWM
2427
Mosley Wealth Management
California
$4.12K
TFG
2428
Team Financial Group
California
$4.04K
JFG
2429
JDM Financial Group
Texas
$3.93K
IWS
2430
Intentional Wealth Strategies
Colorado
$3.67K
DPW
2431
DiNuzzo Private Wealth
Pennsylvania
$3.4K
CFG
2432
Clayton Financial Group
Missouri
$3.4K
1CP
2433
1015 Capital Partners
Pennsylvania
$3.14K
AT
2434
Arlington Trust
Alabama
$3.14K
HFM
2435
Harvest Fund Management
China
$3K
QWM
2436
Quaker Wealth Management
New Jersey
$2.88K
OA
2437
Operose Advisors
Wisconsin
$2.88K
ACA
2438
Atlas Capital Advisors
Wyoming
$2.75K
TM
2439
Torren Management
California
$2.49K
OCM
2440
Osbon Capital Management
Massachusetts
$2.1K
MHIP
2441
Mountain Hill Investment Partners
New Jersey
$2.05K
MDA
2442
Minot DeBlois Advisors
Massachusetts
$1.96K
CW
2443
Curio Wealth
Maryland
$1.96K
DF
2444
DecisionPoint Financial
Arizona
$1.83K
NF
2445
Napier Financial
Massachusetts
$1.7K
ACM
2446
Anfield Capital Management
California
$1.57K
PMAM
2447
Picton Mahoney Asset Management
Ontario, Canada
$1.31K
TWM
2448
TopTier Wealth Management
Wisconsin
$1.18K
SFCL
2449
Strengthening Families & Communities LLC
Massachusetts
$1.06K
BIM
2450
Breakwater Investment Management
Washington
$1.05K