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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
SA
2551
Strategic Advocates
Utah
-$26.4K -224 Closed
BCM
2552
Basso Capital Management
Connecticut
-$24.8K -212 Closed
MA
2553
Modus Advisors
Minnesota
-$24K -205 Closed
DRS
2554
Deane Retirement Strategies
Louisiana
-$23.1K -197 Closed
LP
2555
LMR Partners
United Kingdom
-$22.6K -193 Closed
SC
2556
Solstein Capital
California
-$22.3K -190 Closed
GWM
2557
Greenline Wealth Management
Florida
-$21.3K -181 Closed
EC
2558
Elequin Capital
New York
-$20.4K -174 Closed
HHMI
2559
Howard Hughes Medical Institute
Maryland
-$19.6K -167 Closed
MCM
2560
MidAtlantic Capital Management
Virginia
-$18.2K -155 Closed
OC
2561
Optima Capital
Oregon
-$17.5K -149 Closed
BGC
2562
Beutel, Goodman & Co
Ontario, Canada
-$11K -100 Closed
CFS
2563
Compass Financial Services
Iowa
-$10.9K -93 Closed
RG
2564
RHL Group
Michigan
-$8.44K -72 Closed
VR
2565
Vision Retirement
New Jersey
-$8.01K -68 Closed
LB
2566
Legacy Bridge
Iowa
-$6.56K -56 Closed
IIM
2567
IFC & Insurance Marketing
California
-$4K -36 Closed
NA
2568
Networth Advisors
Pennsylvania
-$3.63K -31 Closed
IWM
2569
Inlight Wealth Management
Georgia
-$3.52K -30 Closed
WW
2570
Winnow Wealth
Texas
-$2.95K -25 Closed
MW
2571
Merited Wealth
Florida
-$1.76K -15 Closed
QA
2572
Quattro Advisors
Pennsylvania
-$712 -6 Closed
APW
2573
Atlantic Private Wealth
North Carolina
-$591 -5 Closed
AIM
2574
Arcadia Investment Management
Michigan
-$118 -1 Closed
RJA
2575
Ross\Johnson & Associates
Minnesota
-$117 -1 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.