We are live on ! Find out more
DUK icon

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
MM
2501
MQS Management
New York
-$842K -7,182 Closed
CAS
2502
Coppell Advisory Solutions
Texas
-$780K -6,629 Closed
BLFG
2503
Brian Low Financial Group
Louisiana
-$731K -6,240 Closed
DTL
2504
Dynamic Technology Lab
Singapore
-$613K -5,234 Closed
SMA
2505
Sage Mountain Advisors
Georgia
-$607K -5,176 Closed
SSA
2506
Sierra Summit Advisors
Nevada
-$604K -5,153 Closed
HVP
2507
Hudson Value Partners
Florida
-$544K -4,625 Closed
WWM
2508
Whalen Wealth Management
Nevada
-$487K -4,157 Closed
FAL
2509
Focused Alpha LLC
Colorado
-$478K -4,080 Closed
TSS
2510
Two Sigma Securities
New York
-$433K -3,694 Closed
EC
2511
EntryPoint Capital
New York
-$429K -3,660 Closed
EWM
2512
Elite Wealth Management
Washington
-$424K -3,615 Closed
COI
2513
Connable Office Inc
Michigan
-$403K -3,441 Closed
CAGAS
2514
Capital Advisory Group Advisory Services
Minnesota
-$346K -2,952 Closed
VC
2515
VarCov Co
Connecticut
-$324K -2,760 Closed
WI
2516
WBI Investments
New Jersey
-$303K -2,587 Closed
MWM
2517
Maltin Wealth Management
New Jersey
-$293K -2,501 Closed
SIM
2518
Sentry Investment Management
Wisconsin
-$280K -2,385 Closed
GCP
2519
GSA Capital Partners
United Kingdom
-$272K -2,324 Closed
SCP
2520
Sivia Capital Partners
California
-$269K -2,297 Closed
CIC
2521
Chilton Investment Company
Connecticut
-$255K -2,179 Closed
OF
2522
Optimize Financial
California
-$248K -2,120 Closed
AIM
2523
Aigen Investment Management
New York
-$248K -2,117 Closed
LAM
2524
Longboard Asset Management
Arizona
-$246K -2,101 Closed
AIP
2525
ARS Investment Partners
New York
-$246K -2,100 Closed

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.