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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
BDF
2026
Black Diamond Financial
Maryland
$232K +$875 +7 +0.4%
RCG
2027
Regatta Capital Group
California
$231K +$1.25K +10 +0.6%
WPW
2028
Waldron Private Wealth
Pennsylvania
$231K +$221K +1,766 New
JF
2029
Joule Financial
Kentucky
$231K -$65.5K -524 -23%
IG
2030
IFS Group
Pennsylvania
$231K +$220K +1,763 New
EWP
2031
Elevation Wealth Partners
California
$231K
RWMG
2032
Redwood Wealth Management Group
New Jersey
$230K -$2.88K -23 -1%
TWA
2033
TCI Wealth Advisors
Arizona
$230K -$25.3K -202 -10%
CWMG
2034
Compass Wealth Management (Georgia)
Georgia
$230K
BWL
2035
Beacon Wealthcare LLC
North Carolina
$230K +$220K +1,757 New
NA
2036
Nordwand Advisors
Pennsylvania
$230K
NDSI
2037
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$4.25K +34 +2%
BF
2038
bLong Financial
Tennessee
$229K
BRA
2039
Bender Robert & Associates
California
$229K
KG
2040
Kieckhefer Group
Wisconsin
$229K
HFS
2041
Hughes Financial Services
Virginia
$228K +$1.5K +12 +0.7%
FAG
2042
Fortitude Advisory Group
Washington
$228K +$1.5K +12 +0.7%
HWA
2043
Hilltop Wealth Advisors
North Carolina
$228K +$218K +1,742 New
FM
2044
Foster & Motley
Ohio
$228K +$217K +1,738 New
CTB
2045
Country Trust Bank
Illinois
$228K -$13.5K -108 -6%
BS
2046
Brighton Securities
New York
$227K -$4.25K -34 -2%
WWA
2047
Wingate Wealth Advisors
Massachusetts
$227K
OSNBOA
2048
Old Second National Bank of Aurora
Illinois
$226K
FFC
2049
First Financial Corp
Indiana
$225K -$6.25K -50 -3%
WMWM
2050
Wilkins Miller Wealth Management
Alabama
$225K +$625 +5 +0.3%

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.