We are live on ! Find out more
DUK icon

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
TPCW
426
TD Private Client Wealth
New York
$6.71M -$44.3K -354 -0.7%
CC
427
Constitution Capital
Connecticut
$6.64M +$1.66M +13,275 +35%
EP
428
Edgestream Partners
New Jersey
$6.59M -$3.07M -24,596 -33%
FISPB
429
Fideuram - Intesa Sanpaolo Private Banking
$6.58M +$1.84M +14,725 +41%
Nisa Investment Advisors
430
Nisa Investment Advisors
Missouri
$6.57M +$739K +5,914 +13%
FLI
431
Family Legacy Inc
South Carolina
$6.56M -$3.75K -30 -0.1%
BFA
432
Benedict Financial Advisors
Georgia
$6.49M +$38.6K +309 +0.6%
Credit Agricole
433
Credit Agricole
France
$6.48M -$13.2M -105,271 -68%
FCIM
434
Fairview Capital Investment Management
California
$6.44M +$6.15M +49,193 New
DIA
435
Dean Investment Associates
Ohio
$6.43M -$391K -3,128 -6%
AAM
436
Advisors Asset Management
Colorado
$6.42M +$279K +2,234 +5%
PCA
437
Providence Capital Advisors
North Carolina
$6.41M +$39.4K +315 +0.6%
NC
438
NewSquare Capital
Pennsylvania
$6.4M -$17.8K -142 -0.3%
AWM
439
Apollon Wealth Management
South Carolina
$6.37M +$515K +4,121 +9%
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$6.36M -$2.77M -22,125 -31%
SCM
441
Schnieders Capital Management
California
$6.36M +$787K +6,295 +15%
PTC
442
Philadelphia Trust Company
Pennsylvania
$6.35M +$224K +1,792 +4%
Nomura Holdings
443
Nomura Holdings
Japan
$6.35M +$6.06M +48,489 New
SCM
444
Sone Capital Management
New York
$6.34M +$2.16M +17,309 +56%
SM
445
Sciencast Management
New Jersey
$6.34M -$200K -1,603 -3%
QWM
446
Quadcap Wealth Management
Texas
$6.33M -$20.6K -165 -0.3%
LFIA
447
Legacy Financial Independent Advisors
Kentucky
$6.32M +$6.04M +48,292 New
EFIC
448
Eliot Finkel Investment Counsel
California
$6.23M -$3.75K -30 -0.1%
PAIM
449
Punch & Associates Investment Management
Minnesota
$6.23M -$3.38K -27 -0.1%
RCYC
450
Richard C. Young & Co
Rhode Island
$6.21M +$171K +1,366 +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.