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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
US Bancorp
151
US Bancorp
Minnesota
$45.2M -$181K -1,446 -0.4%
CBU
152
CIBC Bancorp USA
Illinois
$44.7M +$42.7M +341,523 New
YCM
153
Yaupon Capital Management
New York
$44.2M -$13.3M -106,235 -24%
GC
154
Guggenheim Capital
Illinois
$44M -$992K -7,934 -2%
CB
155
Commerce Bank
Missouri
$43.4M +$12.4M +99,057 +43%
CIC
156
Crawford Investment Counsel
Georgia
$43.1M +$713K +5,703 +2%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.7M +$192K +1,536 +0.5%
VanEck Associates
158
VanEck Associates
New York
$42.2M +$1.51M +12,066 +4%
RAM
159
Resona Asset Management
Japan
$41.6M +$633K +5,060 +2%
GF
160
Gabelli Funds
New York
$41.1M -$25K -200 -0.1%
MSV
161
MN Services Vermogensbeheer
Netherlands
$39.3M -$413K -3,300 -1%
Nomura Asset Management
162
Nomura Asset Management
Japan
$39.2M +$884K +7,067 +2%
Corient Private Wealth
163
Corient Private Wealth
Florida
$38.7M -$84.9M -678,745 -70%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$38.3M +$10.1M +80,618 +38%
Universal-Beteiligungs- und Servicegesellschaft
165
Universal-Beteiligungs- und Servicegesellschaft
Germany
$37.2M +$3.69M +29,506 +12%
SLAM
166
Swiss Life Asset Management
$36.7M +$13.9M +111,134 +144%
VI
167
Vestcor Inc
New Brunswick, Canada
$36.6M +$11.9M +95,344 +52%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$35.4M
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$35.4M +$4.65M +37,199 +16%
State of New Jersey Common Pension Fund D
170
State of New Jersey Common Pension Fund D
New Jersey
$35M -$64.3K -514 -0.2%
HWA
171
Heritage Wealth Advisors
Virginia
$33.7M -$8.28M -66,227 -20%
Squarepoint
172
Squarepoint
New York
$33.4M +$28.5M +227,961 +834%
Jennison Associates
173
Jennison Associates
New York
$33.4M -$688K -5,502 -2%
DADC
174
D.A. Davidson & Co
Montana
$33.3M +$501K +4,006 +2%
IIM
175
INTECH Investment Management
Florida
$33.3M +$818K +6,547 +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.