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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
PWP
776
Precedent Wealth Partners
Texas
$2.22M +$101K +804 +5%
AW
777
Alaethes Wealth
Nevada
$2.2M +$12.1K +97 +0.6%
GIC
778
Generali Investments CEE
Czech Republic
$2.2M
IIM
779
Ipswich Investment Management
Massachusetts
$2.19M -$17.5K -140 -0.8%
RWM
780
Ritholtz Wealth Management
New York
$2.19M +$140K +1,119 +7%
D.E. Shaw & Co
781
D.E. Shaw & Co
New York
$2.17M +$579K +4,633 +39%
SMC
782
Smith, Moore & Co
Missouri
$2.16M -$78.9K -631 -4%
OHWP
783
Oak Harbor Wealth Partners
North Carolina
$2.16M +$34.8K +278 +2%
CWM
784
Cornerstone Wealth Management
Missouri
$2.16M +$66.3K +530 +3%
GLLW
785
Graves Light Lenhart Wealth
Virginia
$2.15M -$30.5K -244 -1%
OCM
786
Orleans Capital Management
Louisiana
$2.13M +$7.63K +61 +0.4%
SF
787
Symphony Financial
Texas
$2.13M +$76.8K +614 +4%
KTM
788
Keeler Thomas Management
Utah
$2.13M -$94.4K -755 -4%
WPC
789
Wedmont Private Capital
Pennsylvania
$2.13M +$97.6K +781 +5%
MMPW
790
Mitchell McLeod Pugh & Williams
Alabama
$2.13M +$750 +6 +0%
HWMO
791
Heritage Wealth Management (Ohio)
Ohio
$2.12M -$57.9K -463 -3%
CK
792
Cohen Klingenstein
New York
$2.12M
CRC
793
Curi RMB Capital
Illinois
$2.12M +$120K +957 +6%
MGWM
794
Marks Group Wealth Management
Minnesota
$2.11M -$35.5K -284 -2%
TCOTS
795
Trust Company of the South
North Carolina
$2.11M +$87K +696 +5%
EFS
796
Essex Financial Services
Connecticut
$2.11M -$38.3K -306 -2%
BFS
797
Bradley Foster & Sargent
Connecticut
$2.1M +$3.63K +29 +0.2%
BMSSC
798
B. Metzler seel. Sohn & Co
Germany
$2.1M +$26.1K +209 +1%
GAFA
799
Garton & Associates Financial Advisors
Kentucky
$2.1M -$392K -3,136 -16%
ITC
800
Inspire Trust Company
Nevada
$2.1M -$375K -3,000 -16%

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.