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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
HNB
176
Huntington National Bank
Ohio
$32.3M +$1.14M +9,119 +4%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$32.2M -$3.89M -31,080 -11%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$32.2M -$8.22M -65,711 -21%
PFPG
179
Pinnacle Financial Partners (Georgia)
Georgia
$32.1M +$3.47M +27,743 +13%
FMLI
180
Fukoku Mutual Life Insurance
Japan
$31.9M -$65.8K -526 -0.2%
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$31.4M -$6.77M -54,166 -18%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$31.2M +$19M +152,111 +176%
DC
183
Davenport & Co
Virginia
$30.5M +$848K +6,786 +3%
LMIM
184
Lockheed Martin Investment Management
Maryland
$30.5M -$18.8M -150,380 -39%
LOIM
185
Liberty One Investment Management
Illinois
$30.4M +$3.38M +27,012 +13%
Adage Capital Partners
186
Adage Capital Partners
Massachusetts
$30.1M +$28.8M +230,113 New
WorldQuant Millennium Advisors
187
WorldQuant Millennium Advisors
New York
$30M -$2.4M -19,214 -8%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$29.5M +$1.11M +8,897 +4%
II
189
IFM Investors
Australia
$29.4M +$4.63M +37,036 +20%
NA
190
NewEdge Advisors
Louisiana
$29.2M +$21K +168 +0.1%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29M +$2.89M +23,154 +12%
CA
192
CSM Advisors
Pennsylvania
$28.7M -$359K -2,869 -1%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$28.1M -$17.7M -141,260 -40%
ACA
194
Aptus Capital Advisors
Alabama
$28.1M -$240K -1,923 -0.9%
SA
195
Sanctuary Advisors
Indiana
$27.9M +$204K +1,633 +0.8%
ASRS
196
Arizona State Retirement System
Arizona
$27.9M -$754K -6,033 -3%
P
197
&Partners
Tennessee
$27.9M +$1.81M +14,463 +7%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$27.7M
CNB
199
Czech National Bank
Czech Republic
$27.7M +$843K +6,740 +3%
HW
200
Hancock Whitney
Mississippi
$27.7M -$238K -1,902 -0.9%

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.