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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
WIM
2051
Walsky Investment Management
Pennsylvania
$224K
SHFG
2052
S Harris Financial Group
Texas
$223K -$7.88K -63 -4%
SI
2053
Saxon Interests
Texas
$223K -$7.75K -62 -4%
BWM
2054
BNB Wealth Management
Maryland
$223K +$213K +1,702 New
GIM
2055
Goelzer Investment Management
Indiana
$223K +$213K +1,701 New
AW
2056
Alteri Wealth
California
$223K -$2.13K -17 -1%
WSWA
2057
Warren Street Wealth Advisors
California
$222K -$3.88K -31 -2%
FMI
2058
F/M Investments
District of Columbia
$222K -$118K -942 -36%
FC
2059
Fairscale Capital
New Hampshire
$221K
ODE
2060
O'Domhnaill Enterprises
Wyoming
$221K +$207K +1,653 +4,350%
RK
2061
Rather & Kittrell
Tennessee
$221K -$4.5K -36 -2%
ERIC
2062
Eagle Rock Investment Company
Georgia
$221K +$211K +1,685 New
LI
2063
LVZ Inc
Michigan
$220K +$210K +1,681 New
PRP
2064
Peak Retirement Planning
Ohio
$220K +$210K +1,680 New
MCFP
2065
Mallini Complete Financial Planning
Florida
$220K
EIG
2066
Ellenbecker Investment Group
Wisconsin
$220K +$210K +1,678 New
JFGIW
2067
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K -$11.5K -92 -5%
SFGM
2068
Stonebridge Financial Group (Missouri)
Missouri
$219K -$4.75K -38 -2%
SPWM
2069
Spartan Planning & Wealth Management
North Carolina
$219K +$209K +1,675 New
GI
2070
GAMCO Investors
Connecticut
$219K +$209K +1,674 New
PJWM
2071
Philip James Wealth Mangement
Georgia
$219K -$14.1K -113 -6%
FFA
2072
Florida Financial Advisors
Florida
$219K +$209K +1,669 New
SPWM
2073
Schrum Private Wealth Management
Florida
$219K +$209K +1,672 New
BPW
2074
BlueDoor Private Wealth
Massachusetts
$218K -$13.5K -108 -6%
A
2075
Allianz
Germany
$218K

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.