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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
Creative Planning
126
Creative Planning
Kansas
$58.1M +$9.51M +76,064 +21%
Cerity Partners
127
Cerity Partners
New York
$57.7M +$9.8M +78,352 +22%
ZP
128
Zimmer Partners
New York
$57.3M -$25.6M -205,000 -32%
Prudential Financial
129
Prudential Financial
New Jersey
$56.7M +$1.17M +9,398 +2%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$56M +$1.71M +13,712 +3%
VDI
131
Vaughan David Investments
Illinois
$55.6M +$466K +3,729 +0.9%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$55.3M +$5.97M +47,740 +13%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$54.1M -$4.1M -32,771 -7%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$53.3M -$519K -4,149 -1%
KeyBank National Association
135
KeyBank National Association
Ohio
$53.2M +$1.8M +14,381 +4%
MAM
136
Magellan Asset Management
Australia
$52.7M +$8.28M +66,226 +20%
ETC
137
Exchange Traded Concepts
Oklahoma
$52.3M +$4.97M +39,756 +11%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$51.7M +$3.79M +30,280 +8%
IMCOOI
139
Investment Management Corp of Ontario (IMCO)
Canada
$51.4M +$39.8M +318,339 +428%
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$50.7M +$864K +6,908 +2%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$50.6M -$1.41M -11,267 -3%
MML Investors Services
142
MML Investors Services
Massachusetts
$50.2M -$6.13M -49,020 -11%
ORIO
143
Old Republic International (ORI)
Illinois
$50.2M
ELC
144
Edgar Lomax Company
Virginia
$49.2M +$12.3M +98,725 +36%
EIP
145
Epoch Investment Partners
New York
$49M -$3.34M -26,744 -7%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$48.6M +$1.38M +11,003 +3%
Asset Management One
147
Asset Management One
Japan
$48.5M -$664K -5,314 -1%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$47.1M +$1.72M +13,768 +4%
M&T Bank
149
M&T Bank
New York
$46.5M -$1.15M -9,224 -3%
SI
150
Stephens Inc
Arkansas
$45.3M +$4.81M +38,505 +13%

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.