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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
I
2526
InceptionR
California
-$241K -2,055 Closed
GFM
2527
GF Fund Management
China
-$241K -2,054 Closed
KIM
2528
Kestra Investment Management
Texas
-$238K -2,033 Closed
A
2529
Argentarii
Ohio
-$226K -1,930 Closed
CWM
2530
Collaborative Wealth Management
Florida
-$217K -1,852 Closed
MWP
2531
Madison Wealth Partners
Wisconsin
-$217K -1,849 Closed
SL
2532
Summitry LLC
California
-$211K -1,797 Closed
LA
2533
Legacy Advisors
Pennsylvania
-$210K -1,792 Closed
KPWG
2534
KFA Private Wealth Group
Virginia
-$209K -1,783 Closed
LNB
2535
Ledyard National Bank
-$208K -1,772 Closed
MCM
2536
Mitchell Capital Management
Kansas
-$205K -1,753 Closed
PBF
2537
Petix & Botte Financial
California
-$205K -1,752 Closed
ITB
2538
Idaho Trust Bank
Idaho
-$205K -1,748 Closed
NCTC
2539
New Covenant Trust Company
Indiana
-$205K -1,747 Closed
HT
2540
Heritage Trust
Oklahoma
-$203K -1,731 Closed
UFF
2541
USA Financial Formulas
Michigan
-$196K -1,673 Closed
EW
2542
Elyxium Wealth
California
-$183K -1,561 Closed
OCM
2543
Osterweis Capital Management
California
-$164K -1,395 Closed
HP
2544
Havemeyer Place
Connecticut
-$142K -1,214 Closed
TPBG
2545
Turning Point Benefit Group
Maryland
-$127K -1,081 Closed
ACM
2546
Aquatic Capital Management
Illinois
-$96.1K -820 Closed
Simplex Trading
2547
Simplex Trading
Illinois
-$77.9K -623 Closed
FDCP
2548
Foster Dykema Cabot & Partners
Massachusetts
-$60K -512 Closed
FIA
2549
FNY Investment Advisers
New York
-$58K -500 Closed
WWA
2550
Wealth Watch Advisors
Colorado
-$53K -452 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.