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Duke Energy
DUK

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: 17 → 21 (+4)

12% more capital invested

Capital invested by funds: $63B → $70.7B (+$7.77B)

3% more funds holding

Funds holding: 2,397 → 2,466 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$336M
2
Franklin Resources
Franklin Resources
California
+$267M
3
SP
Sarasin & Partners
United Kingdom
+$139M
4
Goldman Sachs
Goldman Sachs
New York
+$138M
5
Marshall Wace
Marshall Wace
United Kingdom
+$111M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$749M
2
GQG Partners
GQG Partners
Florida
-$218M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$144M
5
Amundi
Amundi
France
-$89.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$509M +$15.7M +125,790 +3%
Federated Hermes
27
Federated Hermes
Pennsylvania
$500M +$23M +183,979 +5%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$467M – – –
American Century Companies
29
American Century Companies
Missouri
$431M +$21.8M +174,006 +6%
UBS Group
30
UBS Group
Switzerland
$360M -$66.2M -529,740 -16%
CWP
31
Capital Wealth Planning
Florida
$359M +$7.77M +62,118 +2%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$358M +$336M +2,684,721 +5,254%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$353M +$11.6M +92,888 +4%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$349M +$16.6M +132,804 +5%
Barclays
35
Barclays
United Kingdom
$345M +$69.7M +557,874 +27%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$343M +$13.6M +108,845 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$327M +$41.2M +329,568 +15%
LPL Financial
38
LPL Financial
California
$325M +$14.9M +119,058 +5%
Swiss National Bank
39
Swiss National Bank
Switzerland
$299M +$18.9M +151,400 +7%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$274M +$7.37M +58,967 +3%
National Pension Service
41
National Pension Service
South Korea
$273M +$3.65M +29,178 +1%
Amundi
42
Amundi
France
$255M -$89.6M -716,964 -27%
CCM
43
Cullen Capital Management
New York
$252M +$1.84M +14,741 +0.8%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$247M -$23M -184,066 -9%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$241M +$62.6M +500,916 +37%
Deutsche Bank
46
Deutsche Bank
Germany
$236M -$31.1M -248,534 -12%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$231M +$14.3M +114,001 +7%
VGA
48
Vanguard Global Advisers
Pennsylvania
$231M +$220M +1,761,945 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$230M -$14.7M -117,497 -6%
Cohen & Steers
50
Cohen & Steers
New York
$211M -$12.1M -96,472 -6%
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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.