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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
CICC
451
Capital Investment Counsel (Colorado)
Colorado
$6.17M +$5.89M +47,089 New
MSU
452
Mizuho Securities USA
New York
$6.16M -$1.2M -9,611 -17%
CGH
453
Crossmark Global Holdings
Texas
$6.14M -$277K -2,219 -5%
CPIG
454
Chicago Partners Investment Group
Illinois
$6.11M +$286K +2,287 +5%
CA
455
Clearstead Advisors
Ohio
$6.1M +$151K +1,207 +3%
RIA
456
Regal Investment Advisors
Michigan
$6.1M +$144K +1,150 +3%
CTC
457
Central Trust Company
Missouri
$6.06M +$92.9K +743 +2%
TAM
458
Tocqueville Asset Management
New York
$6.03M +$48.8K +390 +0.9%
SPG
459
Strategic Planning Group
Utah
$6M -$1.98M -15,871 -26%
SW
460
SVB Wealth
Massachusetts
$6M +$2.43M +19,468 +74%
BRM
461
Boston Research & Management
Massachusetts
$5.99M +$38.1K +305 +0.7%
RP
462
Rice Partnership
Hawaii
$5.94M +$489K +3,913 +9%
SFG
463
SevenBridge Financial Group
Pennsylvania
$5.89M +$207K +1,656 +4%
VF
464
Virtu Financial
New York
$5.87M +$5.04M +40,316 +893%
SP
465
Stablepoint Partners
Massachusetts
$5.87M +$469K +3,751 +9%
DWP
466
Daymark Wealth Partners
Ohio
$5.85M -$149K -1,195 -3%
SAM
467
Strategy Asset Managers
California
$5.84M +$5.5K +44 +0.1%
FAMI
468
Fideuram Asset Management (Ireland)
$5.82M +$4.75M +37,969 +351%
SC
469
SouthState Corp
Florida
$5.81M -$148K -1,185 -3%
HIMCH
470
Hartford Investment Management Co (HIMCO)
Connecticut
$5.8M -$85.8K -686 -2%
SIG
471
Sky Investment Group
Connecticut
$5.8M +$18.8K +150 +0.3%
SPC
472
Spirepoint Private Client
Florida
$5.73M +$5.25M +42,008 +2,360%
VF
473
Vest Financial
Virginia
$5.71M +$568K +4,543 +12%
SP
474
Sherman Porfolios
Idaho
$5.71M +$5.45M +43,603 New
JHCP
475
Jackson Hole Capital Partners
Oklahoma
$5.7M -$4.88K -39 -0.1%

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.