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
Fayez Sarofim & Co
251
Fayez Sarofim & Co
Texas
$17.7M -$284K -2,275 -2%
TWIM
252
TIAA Wealth Investment Management
New York
$17.6M +$16.8M +134,504 New
MT
253
Midwest Trust
Kansas
$17.4M -$293K -2,342 -2%
CAMG
254
CWA Asset Management Group
Florida
$17.2M -$392K -3,135 -2%
DILIC
255
Dai-ichi Life Insurance Company
Japan
$17M -$1.22M -9,793 -7%
UIM
256
USS Investment Management
United Kingdom
$16.9M +$583K +4,660 +4%
SAM
257
Silvercrest Asset Management
New York
$16.7M -$7.95M -63,617 -33%
CC
258
Cadinha & Co
Hawaii
$16.6M +$79.6K +637 +0.5%
URS
259
Utah Retirement Systems
Utah
$16.6M -$247K -1,973 -2%
RC
260
Randolph Company
Ohio
$16.5M +$262K +2,099 +2%
BMO
261
Beck Mack & Oliver
New York
$16.4M +$5K +40 +0%
GP
262
Guardian Partners
Canada
$16.3M -$124K -994 -0.8%
IMPI
263
Ilmarinen Mutual Pension Insurance
Finland
$16.3M
SDIC
264
South Dakota Investment Council
South Dakota
$16.3M -$91.8K -734 -0.6%
UCMOK
265
United Capital Management of KS
Kansas
$16.2M +$875K +7,002 +6%
CIBC World Market
266
CIBC World Market
Ontario, Canada
$16.1M +$13M +103,868 +535%
DZ Bank
267
DZ Bank
Germany
$16M +$11.6M +93,103 +319%
CIS
268
Connors Investor Services
Pennsylvania
$15.8M +$585K +4,680 +4%
OGC
269
Oak Grove Capital
New Hampshire
$15.7M +$50K +400 +0.3%
P
270
PensionDanmark
Denmark
$15.7M -$929K -7,428 -6%
PFSRSONJ
271
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.7M +$125K +1,003 +0.8%
IAA
272
Independent Advisor Alliance
North Carolina
$15.5M -$2.42M -19,346 -14%
SCA
273
Stonebridge Capital Advisors
Minnesota
$15.4M +$2.5K +20 +0%
ProShare Advisors
274
ProShare Advisors
Maryland
$15.4M -$3.56M -28,448 -19%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$15.4M +$232K +1,854 +2%

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.