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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
SIM
751
Stratos Investment Management
Ohio
$2.42M +$10.4K +83 +0.5%
AA
752
Argent Advisors
Louisiana
$2.41M -$24K -192 -1%
LWA
753
Ledgewood Wealth Advisors
New Hampshire
$2.41M
WWM
754
Wolff Wiese Magana
California
$2.4M +$22.5K +180 +1%
BCA
755
Bay Colony Advisors
Massachusetts
$2.4M +$113K +903 +5%
MSA
756
Marino Stram & Associates
Massachusetts
$2.37M +$4.13K +33 +0.2%
EGM
757
Engineers Gate Manager
New York
$2.36M +$2.25M +18,035 New
SP
758
SWS Partners
Ohio
$2.36M +$88.5K +708 +4%
Holocene Advisors
759
Holocene Advisors
New York
$2.35M +$2.25M +17,975 New
SB
760
Strategic Blueprint
Georgia
$2.34M +$50.8K +406 +2%
CFG
761
Citizens Financial Group
Rhode Island
$2.33M -$222K -1,773 -9%
AA
762
Armis Advisers
Georgia
$2.32M +$49.8K +398 +2%
CNC
763
Canandaigua National Corp
New York
$2.32M +$2.21M +17,710 New
PMWMG
764
Parr McKnight Wealth Management Group
Minnesota
$2.31M -$257K -2,058 -10%
SCP
765
Stamos Capital Partners
California
$2.31M -$290K -2,320 -12%
TCMG
766
TSP Capital Management Group
New Jersey
$2.31M
CLOS
767
Compagnie Lombard Odier SCmA
Switzerland
$2.29M -$156K -1,250 -7%
MYIA
768
Mount Yale Investment Advisors
Colorado
$2.29M +$1.24M +9,896 +131%
PVI
769
Pine Valley Investments
New Jersey
$2.27M +$1.84M +14,686 +549%
NS
770
NBC Securities
Alabama
$2.25M +$164K +1,311 +8%
NG
771
Norden Group
Utah
$2.25M -$37.8K -302 -2%
CTA
772
Clear Trail Advisors
Texas
$2.24M +$39.9K +319 +2%
CC
773
Courier Capital
New York
$2.24M -$12.6K -101 -0.6%
LCOV
774
London Company of Virginia
Virginia
$2.22M
CPIA
775
Cornell Pochily Investment Advisors
New York
$2.22M -$44.4K -355 -2%

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.