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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
SCM
1976
Silvant Capital Management
Georgia
$247K
Allianz Asset Management
1977
Allianz Asset Management
Germany
$246K -$1.79M -14,354 -88%
PS
1978
Planned Solutions
California
$246K
LS
1979
Leelyn Smith
Illinois
$246K +$5.25K +42 +2%
IWC
1980
Infinity Wealth Counsel
Ohio
$246K
SFS
1981
Sharp Financial Services
Pennsylvania
$246K +$10.1K +81 +5%
Financial Engines Advisors
1982
Financial Engines Advisors
California
$245K +$234K +1,872 New
PFG
1983
Prosperity Financial Group
California
$244K +$233K +1,863 New
GGS
1984
Galvin Gaustad & Stein
Arizona
$243K +$125 +1 +0.1%
JBA
1985
Johnson Bixby & Associates
Washington
$243K +$232K +1,857 New
FWA
1986
FSM Wealth Advisors
Ohio
$243K +$232K +1,853 New
TFS
1987
Thoroughbred Financial Services
Tennessee
$242K -$16.4K -131 -7%
APM
1988
a16z Perennial Management
California
$242K
COCM
1989
Charter Oak Capital Management
New Hampshire
$241K +$1K +8 +0.4%
BCI
1990
Blue Capital Inc
Nebraska
$241K +$230K +1,840 New
AMM
1991
American Money Management
California
$241K
LEA
1992
Legacy Edge Advisors
New York
$241K -$18.8K -150 -8%
PFM
1993
Patton Fund Management
Texas
$241K
TCM
1994
Tradewinds Capital Management
Washington
$240K
TP
1995
Tranquility Partners
Tennessee
$240K
HPC
1996
Hobart Private Capital
North Carolina
$240K -$4.38K -35 -2%
SL
1997
Sentry LLC
Tennessee
$239K -$1.25K -10 -0.5%
WW
1998
Wright Wealth
Georgia
$238K -$23.9K -191 -9%
WCG
1999
Weaver Consulting Group
California
$238K -$4.13K -33 -2%
JPMIA
2000
J.P. Marvel Investment Advisors
Massachusetts
$237K

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.