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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
351
Strategic Advisors
New York
$8.87M -$9.13K -73 -0.1%
GCM
352
Greenland Capital Management
New York
$8.87M +$2.8M +22,365 +49%
SC
353
Savant Capital
Illinois
$8.81M +$697K +5,578 +9%
NAAA
354
New Age Alpha Advisors
New York
$8.79M -$674K -5,389 -7%
NEAM
355
New England Asset Management
Connecticut
$8.7M
CCC
356
Cincinnati Casualty Company
Ohio
$8.68M
AM
357
AGF Management
Ontario, Canada
$8.65M -$243K -1,943 -3%
CIA
358
Capital Investment Advisors
Georgia
$8.52M +$115K +916 +1%
VA
359
Vident Advisory
Georgia
$8.51M +$4.14M +33,127 +104%
TSW
360
Thompson Siegel & Walmsley
Virginia
$8.49M +$25K +200 +0.3%
MIF
361
Mediolanum International Funds
Ireland
$8.41M -$479K -3,830 -6%
NCM
362
Northside Capital Management
Oregon
$8.36M -$537K -4,296 -6%
WCM
363
Windward Capital Management
California
$8.32M +$34.3K +274 +0.4%
AWA
364
Arkadios Wealth Advisors
Georgia
$8.31M +$2.77M +22,191 +54%
GI
365
GLOBALT Investments
Georgia
$8.25M -$309K -2,471 -4%
CPCPP
366
Canada Post Corporation Pension Plan
Canada
$8.25M +$77.6K +621 +1%
Rafferty Asset Management
367
Rafferty Asset Management
New York
$8.24M -$2.84M -22,698 -27%
ATC
368
Argent Trust Co
Tennessee
$8.24M +$864K +6,911 +12%
WCM
369
Whitener Capital Management
North Carolina
$8.14M +$1.13M +9,049 +17%
KFP
370
KMG Fiduciary Partners
Ohio
$8.13M +$8.38K +67 +0.1%
WF
371
Welch & Forbes
Massachusetts
$8.11M -$157K -1,258 -2%
Lido Advisors
372
Lido Advisors
California
$8.1M +$628K +5,021 +9%
UM
373
UniSuper Management
Australia
$8.1M -$160K -1,280 -2%
WTB
374
Washington Trust Bank
Washington
$8.1M -$742K -5,938 -9%
FFA
375
Farther Finance Advisors
California
$8.05M +$954K +7,627 +14%

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.