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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
AAS
2001
Annex Advisory Services
Wisconsin
$236K -$23.9K -191 -10%
SSA
2002
Schonfeld Strategic Advisors
New York
$236K -$234K -1,872 -51%
SPWM
2003
Smith Partners Wealth Management
North Carolina
$236K -$51.6K -413 -19%
WC
2004
Whitney & Co
New York
$236K -$16.9K -135 -7%
RAM
2005
Revere Asset Management
Texas
$236K
DT
2006
DV Trading
Illinois
$236K +$161K +1,291 +254%
EAP
2007
Elevation Advisory Partners
Florida
$236K +$245K +1,959 New
SHFP
2008
Second Half Financial Partners
Florida
$236K -$13.8K -110 -6%
SIAG
2009
Safeguard Investment Advisory Group
California
$236K +$6.5K +52 +3%
GF
2010
GGM Financials
Ohio
$235K +$72.5K +580 +48%
LWM
2011
Liberty Wealth Management
California
$235K -$33.9K -271 -13%
CWIG
2012
Chung Wu Investment Group
Texas
$234K -$28.5K -228 -11%
PL
2013
Plancorp LLC
Missouri
$234K -$8.25K -66 -4%
FLFS
2014
Family Legacy Financial Solutions
North Carolina
$234K -$83.8K -670 -27%
TW
2015
TritonPoint Wealth
Maryland
$234K +$3.75K +30 +2%
CRIG
2016
Charter Research & Investment Group
Connecticut
$233K
MWM
2017
Mattern Wealth Management
Kansas
$233K
ECML
2018
Eagle Capital Management (Louisiana)
Louisiana
$233K
WFA
2019
Wellspring Financial Advisors
Ohio
$233K -$72.8K -582 -25%
NRG
2020
Nemes Rush Group
Michigan
$233K +$41.5K +332 +23%
ONB
2021
Old National Bancorp
Indiana
$232K -$8.13K -65 -4%
KCAM
2022
Kagan Cocozza Asset Management
New Jersey
$232K -$750 -6 -0.3%
RIA
2023
Richwood Investment Advisors
Ohio
$232K +$11.3K +90 +5%
NFGCM
2024
Norman Fields Gottscho Capital Management
New York
$232K +$222K +1,774 New
MAP
2025
Moody Aldrich Partners
Massachusetts
$232K

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.