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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
NAM
301
NorthCrest Asset Manangement
Minnesota
$12.5M -$9.41M -75,256 -44%
Millennium Management
302
Millennium Management
New York
$12.5M +$5.77M +46,178 +94%
HAI
303
Hennessy Advisors Inc
California
$12.4M -$238K -1,900 -2%
BIA
304
Biondo Investment Advisors
Pennsylvania
$12.4M +$103K +821 +0.9%
FHC
305
First Horizon Corporation
Tennessee
$12.3M +$3.87M +30,964 +49%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$12.2M +$5.57M +44,592 +92%
William Blair & Company
307
William Blair & Company
Illinois
$12.1M +$43.8K +350 +0.4%
JWCA
308
J.W. Cole Advisors
Florida
$12M -$71.1K -569 -0.6%
OC
309
Oppenheimer & Co
New York
$11.7M -$6.32M -50,588 -36%
TA
310
Tectonic Advisors
Texas
$11.7M +$466K +3,726 +4%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$11.7M +$12.5K +100 +0.1%
TBA
312
Tower Bridge Advisors
Pennsylvania
$11.5M +$1.26M +10,055 +13%
PAG
313
Private Advisor Group
New Jersey
$11.5M -$175K -1,402 -2%
SCM
314
Shelton Capital Management
Colorado
$11.5M +$6.63M +53,058 +153%
AIMC
315
Alley Investment Management Company
Illinois
$11.4M -$33.1K -265 -0.3%
QCM
316
Qsemble Capital Management
New York
$11.3M +$10.8M +86,443 New
LSA
317
L & S Advisors
California
$11.2M +$10.7M +85,899 New
SCM
318
Sterling Capital Management
North Carolina
$11.2M +$5.98M +47,844 +126%
CIAS
319
Capital Investment Advisory Services
North Carolina
$11.1M +$370K +2,958 +4%
CWP
320
Cyndeo Wealth Partners
Florida
$11M +$2.73M +21,814 +35%
FAF
321
Fjarde Ap-fonden
Sweden
$11M +$10.5M +83,650 New
MGP
322
Metis Global Partners
California
$10.9M -$167K -1,334 -2%
AIM
323
Anchor Investment Management
South Carolina
$10.9M +$19.4K +155 +0.2%
HWM
324
HB Wealth Management
Georgia
$10.8M -$77.8K -622 -0.7%
IIM
325
Intact Investment Management
Quebec, Canada
$10.8M

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.