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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
GFG
376
Greystone Financial Group
Michigan
$8.03M -$4.91M -39,238 -39%
MFG
377
Merit Financial Group
Georgia
$7.96M +$871K +6,967 +13%
BIAS
378
Beacon Investment Advisory Services
New Jersey
$7.94M +$164K +1,315 +2%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$7.94M
CCP
380
Clough Capital Partners
Massachusetts
$7.92M +$896K +7,170 +13%
FFA
381
Founders Financial Alliance
North Carolina
$7.87M +$233K +1,864 +3%
GIBU
382
Gulf International Bank (UK)
United Kingdom
$7.87M +$2.63M +21,072 +54%
RIP
383
Reliant Investment Partners
North Carolina
$7.84M -$329K -2,631 -4%
HI
384
Horizon Investments
North Carolina
$7.83M -$481K -3,849 -6%
PP
385
Patten & Patten
Tennessee
$7.82M +$195K +1,557 +3%
SSWM
386
Smith Salley Wealth Management
North Carolina
$7.78M +$324K +2,595 +5%
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$7.77M -$2.63M -21,057 -26%
FPB
388
First PREMIER Bank
South Dakota
$7.72M -$199K -1,591 -3%
PFA
389
Pathway Financial Advisers
Indiana
$7.65M +$135K +1,080 +2%
UCFA
390
United Capital Financial Advisors
Texas
$7.64M +$344K +2,751 +5%
CT
391
Colonial Trust
South Carolina
$7.63M +$117K +939 +2%
MCC
392
Money Concepts Capital
Florida
$7.59M +$284K +2,274 +4%
PCM
393
Parsons Capital Management
Rhode Island
$7.57M +$6.18M +49,397 +586%
RDWM
394
Red Door Wealth Management
Tennessee
$7.55M +$113K +903 +2%
PFS
395
Prospera Financial Services
Texas
$7.55M +$47.1K +377 +0.7%
ECM
396
Estabrook Capital Management
New York
$7.52M -$12.1K -97 -0.2%
RWP
397
RWA Wealth Partners
Massachusetts
$7.45M -$255K -2,040 -3%
AI
398
Atria Investments
North Carolina
$7.43M -$469K -3,754 -6%
CCM
399
Canal Capital Management
Virginia
$7.4M +$6.81M +54,493 +2,688%
PS
400
Principal Securities
Iowa
$7.39M +$190K +1,520 +3%

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.