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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
DPIM
76
Duff & Phelps Investment Management
Illinois
$117M +$27.1K +217 +0%
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$117M +$72.4M +578,843 +184%
Marshall Wace
78
Marshall Wace
United Kingdom
$117M +$111M +887,844 +20,528%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M -$4.39M -35,118 -4%
GLA
80
Great Lakes Advisors
Illinois
$112M +$3.44M +27,507 +3%
NAMI
81
Nomura Asset Management International
Pennsylvania
$107M -$2.07M -16,545 -2%
Stifel Financial
82
Stifel Financial
Missouri
$106M -$562K -4,493 -0.6%
CI
83
Cincinnati Insurance
Ohio
$104M
Victory Capital Management
84
Victory Capital Management
Texas
$102M +$25.4M +203,215 +35%
AP
85
Antipodes Partners
Australia
$102M +$820K +6,558 +0.9%
First Trust Advisors
86
First Trust Advisors
Illinois
$101M -$35.4M -283,264 -27%
AllianceBernstein
87
AllianceBernstein
Tennessee
$101M +$719K +5,755 +0.7%
HighTower Advisors
88
HighTower Advisors
Illinois
$99.5M -$3.17M -25,396 -3%
VIA
89
Vanguard Investments Australia
Australia
$99M +$94.5M +755,734 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$98M +$450K +3,600 +0.5%
CCMG
91
Clark Capital Management Group
Pennsylvania
$97.3M +$979K +7,828 +1%
Fidelity International
92
Fidelity International
Bermuda
$95.8M +$12.1M +96,411 +15%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$95M +$30.8M +246,598 +51%
Truist Financial
94
Truist Financial
North Carolina
$94.3M -$190K -1,519 -0.2%
Jane Street
95
Jane Street
New York
$93.2M +$82.7M +661,408 +1,313%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$92.5M +$11.2M +89,983 +15%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$90.2M +$3.55M +28,362 +4%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$90.1M +$2.24M +17,947 +3%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$87.9M -$2.35M -18,831 -3%
Two Sigma Investments
100
Two Sigma Investments
New York
$87.6M +$66.5M +531,649 +387%

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.