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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
KF
501
KKM Financial
Illinois
$5.23M
VWMG
502
Virginia Wealth Management Group
Virginia
$5.22M +$44.9K +359 +0.9%
OIA
503
OneDigital Investment Advisors
Kansas
$5.21M -$608K -4,866 -11%
EAM
504
Eventide Asset Management
Massachusetts
$5.2M -$915K -7,320 -16%
PAM
505
Pegasus Asset Management
New York
$5.2M +$107K +858 +2%
SPC
506
Sigma Planning Corp
Michigan
$5.19M +$195K +1,560 +4%
LSERS
507
Louisiana State Employees Retirement System
Louisiana
$5.19M -$12.5K -100 -0.3%
AUB
508
Atlantic Union Bankshares
Virginia
$5.18M +$15.5K +124 +0.3%
JIC
509
Johnson Investment Counsel
Ohio
$5.18M -$802K -6,418 -14%
BNP Paribas Asset Management
510
BNP Paribas Asset Management
France
$5.18M -$718K -5,740 -13%
MOS
511
MGO One Seven
Ohio
$5.17M +$125K +998 +3%
MSRPS
512
Maryland State Retirement & Pension System
Maryland
$5.16M +$99.1K +793 +2%
FTWA
513
Fifth Third Wealth Advisors
Ohio
$5.16M +$2.39M +19,093 +94%
FWP
514
FAS Wealth Partners
Kansas
$5.14M +$165K +1,322 +3%
SSWG
515
Seven Springs Wealth Group
Tennessee
$5.13M +$241K +1,926 +5%
TMAM
516
Tokio Marine Asset Management
Japan
$5.1M +$18.8K +150 +0.4%
TCWA
517
Turtle Creek Wealth Advisors
Texas
$5.08M +$16.8K +134 +0.3%
CFC
518
Cincinnati Financial Corp
Ohio
$5.08M
RFM
519
Royal Fund Management
Florida
$5.07M +$673K +5,380 +16%
MA
520
MONECO Advisors
Connecticut
$5.03M -$12.8K -102 -0.3%
VT
521
Vise Technologies
New York
$5.02M
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5M +$761K +6,091 +19%
BSL
523
Blue Sparrow LLC
Delaware
$4.97M +$4.75M +37,992 New
MCB
524
Morton Community Bank
Illinois
$4.96M +$13K +104 +0.3%
VWM
525
Vertrix Wealth Management
Michigan
$4.9M +$4.68M +37,444 New

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.