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Duke Energy

2,466 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, 1,084 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 107

102% more call options, than puts

Call options by funds: $694M | Put options by funds: $343M

32% more repeat investments, than reductions

Existing positions increased: 1,084 | Existing positions reduced: 824

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12% more capital invested

Capital invested by funds: $63B → $70.7B (+$7.77B)

3% more funds holding

Funds holding: 2,3972,466 (+69)

0.3% more ownership

Funds ownership: 69.14%69.43% (+0.3%)

Holders
2,466
Holders Change
+69
Holders Change %
+2.88%
% of All Funds
30.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
225
Increased
1,084
Reduced
824
Closed
107
Calls
$694M
Puts
$343M
Net Calls
+$351M
Net Calls Change
+$82.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
BOK Financial
Oklahoma
$22.1M -$419K -3,351 -2%
ACG
227
Aventail Capital Group
New York
$22M +$8.19M +65,482 +64%
QCM
228
QRG Capital Management
Illinois
$21.9M +$2.02M +16,158 +11%
SO
229
STRS Ohio
Ohio
$21.7M -$5.66M -45,274 -21%
Retirement Systems of Alabama
230
Retirement Systems of Alabama
Alabama
$21.6M -$36.4K -291 -0.2%
Wealthfront Advisers
231
Wealthfront Advisers
California
$21.3M +$1.08M +8,604 +6%
WIC
232
Willis Investment Counsel
Georgia
$21M
WIC
233
Woodmont Investment Counsel
Tennessee
$20.7M +$342K +2,737 +2%
CF
234
Clarity Financial
Texas
$20.7M -$4.18M -33,428 -17%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$20.4M +$2.94M +23,489 +18%
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.3M +$1.3M +10,423 +7%
BCI
237
Brinker Capital Investments
Pennsylvania
$20.1M -$1.18M -9,450 -6%
WP
238
Woodline Partners
California
$19.9M +$2.45M +19,637 +15%
XT
239
XTX Topco
Cayman Islands
$19.7M +$18.8M +150,199 New
CIC
240
Canal Insurance Company
South Carolina
$19.7M
AB
241
Amalgamated Bank
New York
$19.5M +$602K +4,814 +3%
AWAG
242
ARS Wealth Advisors Group
Florida
$19.4M +$230K +1,842 +1%
IGAM
243
iA Global Asset Management
Quebec, Canada
$19.4M +$5.74M +45,879 +45%
BC
244
Bruce & Co
Illinois
$19.1M -$1.25M -10,000 -6%
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$18.9M -$19.3M -154,056 -52%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$18.7M +$1.13M +9,050 +7%
X
247
Xponance
Pennsylvania
$18.5M +$2.29M +18,290 +15%
AssetMark Inc
248
AssetMark Inc
California
$18.5M +$2.23M +17,802 +14%
VPIM
249
Vanguard Personalized Indexing Management
California
$17.8M +$1.57M +12,594 +10%
CTA
250
Colonial Trust Advisors
South Carolina
$17.7M -$257K -2,056 -1%

DUK Hedge Fund Activity: Q1 2026 in Review

2,466 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2026, worth a combined $70.7B — up 12% from $63B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new DUK positions and 107 closed out — a net gain of 118 holders — while 1,084 added to existing stakes and 824 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $336M. The largest seller was Wellington Management Group, cutting an estimated $749M.

  • 2,466 institutional investors held Duke Energy (DUK) as of Q1 2026, up from 2,397 in Q4 2025.
  • Funds reported $70.7B of Duke Energy stock for Q1 2026, up 12% quarter-over-quarter.
  • 225 funds opened new Duke Energy positions in Q1 2026 and 107 closed out, a net change of +118 holders.
  • The largest Duke Energy buyer in Q1 2026 was Janus Henderson Group, an estimated $336M added.
  • The largest Duke Energy seller in Q1 2026 was Wellington Management Group, an estimated $749M sold.

Based on aggregated 13F filings for Q1 2026.