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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$209M +$79.5M +635,924 +65%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$208M -$52.9M -423,315 -21%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$196M +$1.99M +15,929 +1%
VAM
54
Vanguard Asset Management
$191M +$182M +1,459,784 New
HSBC Holdings
55
HSBC Holdings
United Kingdom
$188M -$29.1M -232,428 -14%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$187M -$33.9M -271,472 -16%
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$181M -$10.1M -80,931 -6%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$179M -$3.15M -25,224 -2%
Empower Advisory Group
59
Empower Advisory Group
Colorado
$178M +$7.95M +63,576 +5%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$176M +$45.3M +362,306 +37%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$175M -$2.85M -22,782 -2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$175M +$2.57M +20,565 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$167M +$119K +948 +0.1%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$164M +$75.1M +600,373 +92%
OAC
65
OMERS Administration Corp
Ontario, Canada
$159M +$1.04M +8,329 +0.7%
Bessemer Group
66
Bessemer Group
New Jersey
$157M +$2.17M +17,355 +1%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$150M +$15.7M +125,811 +12%
Mariner
68
Mariner
Kansas
$147M -$4.45M -35,615 -3%
SP
69
Sarasin & Partners
United Kingdom
$146M +$139M +1,112,513 New
EIP
70
Energy Income Partners
Connecticut
$136M -$9.05M -72,405 -7%
Principal Financial Group
71
Principal Financial Group
Iowa
$135M -$2.2M -17,583 -2%
Ameriprise
72
Ameriprise
Minnesota
$128M +$5.6M +44,804 +5%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$126M +$10.3M +82,641 +9%
Citigroup
74
Citigroup
New York
$122M -$2.78M -22,197 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$118M -$3.62M -28,926 -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.