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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
MHC
401
Meyer Handelman Company
New York
$7.31M -$939K -7,510 -12%
PSP
402
Principal Street Partners
Tennessee
$7.3M +$156K +1,250 +2%
HEIP
403
Hudson Edge Investment Partners
New Jersey
$7.3M -$948K -7,580 -12%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$7.27M +$37.8K +302 +0.5%
Brown Advisory
405
Brown Advisory
Maryland
$7.24M +$55.3K +442 +0.8%
UOTTAIMCU
406
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.19M +$4.32M +34,539 +170%
Vontobel Holding
407
Vontobel Holding
Switzerland
$7.18M -$590K -4,721 -8%
SFA
408
Sequoia Financial Advisors
Ohio
$7.17M +$850K +6,803 +14%
EA
409
Ellsworth Advisors
Ohio
$7.17M +$352K +2,815 +5%
CAG
410
Csenge Advisory Group
Florida
$7.15M +$64.4K +515 +1%
BA
411
BCM Advisors
Louisiana
$7.15M +$1.13K +9 +0%
DAS
412
Dynamic Advisor Solutions
Arizona
$7.13M +$2.97M +23,770 +77%
CG
413
Caprock Group
Idaho
$7.09M +$756K +6,050 +13%
JPWM
414
Jamison Private Wealth Management
Georgia
$7.01M +$161K +1,286 +2%
TI
415
Tidal Investments
Wisconsin
$6.96M +$3.38M +27,042 +104%
GWM
416
Geneos Wealth Management
Colorado
$6.92M +$278K +2,223 +4%
PMG
417
ProVise Management Group
Florida
$6.91M +$9.25K +74 +0.1%
MC
418
Moors & Cabot
Massachusetts
$6.89M +$393K +3,147 +6%
CCM
419
Coldstream Capital Management
Washington
$6.86M -$292K -2,333 -4%
SWP
420
Stratos Wealth Partners
Ohio
$6.85M -$250K -1,999 -4%
CPL
421
Capital & Planning LLC
Georgia
$6.83M +$6.52M +52,141 New
SBWIC
422
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.79M +$304K +2,435 +5%
EF
423
Empowered Funds
Pennsylvania
$6.75M +$1.07M +8,583 +20%
CL
424
Choreo LLC
Illinois
$6.75M +$133K +1,063 +2%
PP
425
Prudential plc
United Kingdom
$6.74M

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.