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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
KBFS
1926
Kohmann Bosshard Financial Services
Ohio
$264K
TFG
1927
Taylor Financial Group
Virginia
$263K
ST
1928
Sentinel Trust
Texas
$263K
PTB
1929
Pioneer Trust Bank
Oregon
$262K +$500 +4 +0.2%
AIIMS
1930
Analyst IMS Investment Management Services
Israel
$262K +$19.9K +159 +9%
GCM
1931
Graver Capital Management
Ohio
$262K
PA
1932
Promethium Advisors
Maryland
$262K
TSMHT
1933
Thurston Springer Miller Herd & Titak
Indiana
$261K -$25.1K -201 -9%
EHWM
1934
Eads & Heald Wealth Management
Georgia
$261K -$8.13K -65 -3%
KCM
1935
Kornitzer Capital Management
Kansas
$260K +$248K +1,985 New
CFS
1936
Commonwealth Financial Services
West Virginia
$259K +$9K +72 +4%
AFW
1937
Atlantic Family Wealth
Florida
$259K -$250 -2 -0.1%
CWM
1938
Chesapeake Wealth Management
Virginia
$259K +$247K +1,977 New
WEG
1939
World Equity Group
Illinois
$259K -$41.9K -335 -14%
MCM
1940
MV Capital Management
Maryland
$259K +$3.5K +28 +1%
WAM
1941
WealthTrust Asset Management
Florida
$259K +$247K +1,974 New
T
1942
TrustBank
Illinois
$258K -$3.13K -25 -1%
PWPS
1943
Pinnacle Wealth Planning Services
Ohio
$258K -$1.63K -13 -0.7%
FPWM
1944
FSB Premier Wealth Management
Iowa
$258K -$8.38K -67 -3%
CWM
1945
CarsonAllaria Wealth Management
Illinois
$257K -$3K -24 -1%
DWS
1946
Discipline Wealth Solutions
South Carolina
$257K +$11K +88 +5%
PFT
1947
Providence First Trust
Arizona
$257K -$77.3K -618 -24%
WTA
1948
Washington Trust Advisors
Massachusetts
$256K -$68.4K -547 -22%
WCM
1949
Wedge Capital Management
North Carolina
$256K +$20.1K +161 +9%
IWA
1950
IVC Wealth Advisors
Pennsylvania
$256K +$29.6K +237 +14%

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.