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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
OL
476
one8zero8 LLC
North Carolina
$5.69M +$2K +16 +0%
EH
477
Equitable Holdings
New York
$5.66M +$924K +7,387 +19%
OAM
478
Occidental Asset Management
California
$5.65M +$195K +1,556 +4%
ZBNA
479
Zions Bancorporation, National Association
Utah
$5.61M -$926K -7,409 -15%
GWMIA
480
Global Wealth Management Investment Advisory
Florida
$5.61M +$150K +1,198 +3%
LFAS
481
Level Four Advisory Services
Texas
$5.58M +$138K +1,102 +3%
CIA
482
Covington Investment Advisors
Pennsylvania
$5.54M -$493K -3,940 -9%
TCM
483
Tufton Capital Management
Maryland
$5.54M -$44.6K -357 -0.8%
IA
484
IFP Advisors
Florida
$5.52M -$347K -2,778 -6%
WIA
485
World Investment Advisors
California
$5.5M -$82.8K -662 -2%
ISB
486
Iowa State Bank
Iowa
$5.48M +$191K +1,530 +4%
HCMT
487
Highland Capital Management (Tennessee)
Tennessee
$5.47M -$15.4K -123 -0.3%
NPT
488
Nixon Peabody Trust
Massachusetts
$5.46M +$110K +878 +2%
RRAM
489
River Road Asset Management
Kentucky
$5.44M -$507K -4,053 -9%
PWP
490
Principle Wealth Partners
Connecticut
$5.43M -$19.9K -159 -0.4%
WA
491
Wasatch Advisors
Utah
$5.42M
MCM
492
MAI Capital Management
Ohio
$5.37M -$8K -64 -0.2%
AWM
493
AE Wealth Management
Kansas
$5.36M -$1.15M -9,160 -18%
PFS
494
Physicians Financial Services
North Carolina
$5.33M +$711K +5,689 +16%
CSP
495
Cary Street Partners
Virginia
$5.3M +$292K +2,337 +6%
MDCM
496
Morgan Dempsey Capital Management
Wisconsin
$5.28M -$158K -1,262 -3%
BCV
497
Banque Cantonale Vaudoise
Switzerland
$5.28M +$265K +2,123 +6%
HWAM
498
Hennion & Walsh Asset Management
New Jersey
$5.27M +$479K +3,833 +11%
AMIM
499
Aull & Monroe Investment Management
Alabama
$5.25M +$62.5K +500 +1%
HIC
500
Holderness Investments Company
North Carolina
$5.23M +$56.9K +455 +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.