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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
RIM
276
Rakuten Investment Management
Japan
$15.2M +$1.64M +13,114 +13%
BCM
277
Brookstone Capital Management
Illinois
$15.1M -$360K -2,878 -2%
BL
278
BCWM LLC
Kansas
$15M +$346K +2,769 +2%
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
$15M -$2.6M -20,825 -15%
Capital Fund Management (CFM)
280
Capital Fund Management (CFM)
France
$14.8M -$4.16M -33,271 -23%
UAS
281
United Asset Strategies
New York
$14.6M +$275K +2,200 +2%
NIM
282
NEOS Investment Management
Connecticut
$14.6M +$601K +4,804 +5%
MAM
283
Martingale Asset Management
Massachusetts
$14.4M -$3.91M -31,273 -22%
WA
284
Waverly Advisors
Alabama
$14.4M +$542K +4,333 +4%
NYLIM
285
New York Life Investment Management
New York
$14.2M +$175K +1,398 +1%
BCIM
286
British Columbia Investment Management
British Columbia, Canada
$14M -$3.85M -30,814 -22%
CIA
287
CCM Investment Advisers
South Carolina
$13.9M +$307K +2,455 +2%
BWL
288
Bogart Wealth LLC
Virginia
$13.8M +$512K +4,097 +4%
CFIA
289
Cantor Fitzgerald Investment Advisors
New York
$13.8M -$165K -1,319 -1%
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$13.4M -$367K -2,934 -3%
LBC
291
Lowe Brockenbrough & Co
Virginia
$13.3M +$262K +2,095 +2%
YCM
292
Yousif Capital Management
Michigan
$13.3M -$349K -2,789 -3%
JFG
293
Jefferies Financial Group
New York
$13.2M -$486K -3,889 -4%
NAM
294
Nissay Asset Management
Japan
$13.1M +$174K +1,391 +1%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$13M -$2.5K -20 -0%
HWM
296
HFR Wealth Management
New York
$12.8M +$12.2M +97,721 New
VIM
297
Vinva Investment Management
Australia
$12.7M +$1.04M +8,279 +9%
SFG
298
SageGuard Financial Group
Tennessee
$12.7M +$27.9K +223 +0.2%
OHIS
299
Oak Harvest Investment Services
Texas
$12.7M +$455K +3,638 +4%
ACIM
300
Azimuth Capital Investment Management
Michigan
$12.6M -$2.53M -20,227 -17%

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.