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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
MOACM
326
Mutual of America Capital Management
New York
$10.8M -$98.8K -790 -0.9%
RBC
327
Romano Brothers & Co
Illinois
$10.8M +$163K +1,300 +2%
HI
328
Harbour Investments
Wisconsin
$10.7M +$2.87M +22,982 +39%
TF
329
Tompkins Financial
New York
$10.7M -$180K -1,440 -2%
AMG
330
Advisors Management Group
Wisconsin
$10.6M +$321K +2,568 +3%
BEI
331
Benjamin Edwards Inc
Missouri
$10.5M +$84.4K +675 +0.8%
BB
332
Bell Bank
North Dakota
$10.4M +$270K +2,157 +3%
SOADOR
333
State of Alaska Department of Revenue
Alaska
$10.3M +$174K +1,395 +2%
AG
334
Advocate Group
Minnesota
$10M +$182K +1,458 +2%
SCTC
335
Sanibel Captiva Trust Company
Florida
$9.95M -$90.8K -726 -0.9%
ASN
336
Advisory Services Network
Georgia
$9.95M +$3.33M +26,671 +54%
SWIG
337
Strategic Wealth Investment Group
Kentucky
$9.93M +$160K +1,279 +2%
LW
338
Linscomb Wealth
Texas
$9.89M -$2.07M -16,575 -18%
VWA
339
Visionary Wealth Advisors
Illinois
$9.83M +$456K +3,649 +5%
CA
340
Commerzbank Aktiengesellschaft
Germany
$9.68M +$598K +4,785 +7%
GT
341
Glenmede Trust
Pennsylvania
$9.58M -$985K -7,880 -10%
CNB
342
Camden National Bank
Maine
$9.55M +$7.5K +60 +0.1%
BPA
343
Beacon Pointe Advisors
California
$9.5M +$4.14M +33,112 +84%
KPWS
344
Kestra Private Wealth Services
Texas
$9.49M -$52.5K -420 -0.6%
UBP
345
Union Bancaire Privee
Switzerland
$9.48M +$3.6M +28,807 +75%
AC
346
Allstate Corporation
Illinois
$9.45M +$1.63M +13,057 +22%
PCIA
347
Prime Capital Investment Advisors
Kansas
$9.3M +$4.53M +36,222 +104%
KWM
348
Kingsview Wealth Management
Oregon
$9.23M +$1.02M +8,155 +13%
KBC Group
349
KBC Group
Belgium
$9.21M
CIA
350
Concurrent Investment Advisors
Florida
$9.02M +$777K +6,215 +10%

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.