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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
CIA
2076
Compass Ion Advisors
Pennsylvania
$218K -$13.9K -111 -6%
MAG
2077
MRA Advisory Group
New Jersey
$218K +$208K +1,665 New
WMN
2078
Wealth Management Nebraska
Nebraska
$218K +$208K +1,661 New
SDWIA
2079
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$207K +1,657 New
SCA
2080
Strathmore Capital Advisors
North Carolina
$217K +$213K +1,706 New
CWMK
2081
Caliber Wealth Management (Kansas)
Kansas
$217K +$207K +1,656 New
GHA
2082
Good Harbor Advisors
Massachusetts
$217K +$207K +1,655 New
MCP
2083
Mirador Capital Partners
California
$216K +$207K +1,653 New
GHA
2084
Granite Harbor Advisors
Texas
$216K +$207K +1,652 New
SW
2085
SkyOak Wealth
Michigan
$216K +$207K +1,652 New
BC
2086
Barrett & Company
Rhode Island
$216K
TAP
2087
TSG Advice Partners
Ohio
$214K +$204K +1,635 New
CCM
2088
Crew Capital Management
Ohio
$214K -$25K -200 -11%
ME
2089
McIlrath & Eck
Washington
$213K +$11.9K +95 +6%
SA
2090
SPWM Advisors
Michigan
$213K -$29.9K -239 -12%
CFGW
2091
Chancellor Financial Group WB
Pennsylvania
$213K +$204K +1,628 New
MIA
2092
MeadowBrook Investment Advisors
Michigan
$213K +$20.6K +165 +11%
WFMPM
2093
Woodley Farra Manion Portfolio Management
Indiana
$213K +$203K +1,627 New
RI
2094
Ruggiero Investments
Florida
$213K -$12.6K -101 -6%
FWM
2095
ForthRight Wealth Management
Georgia
$213K +$203K +1,625 New
TW
2096
Tempo Wealth
Ohio
$213K +$203K +1,624 New
TW
2097
Traveka Wealth
California
$212K +$203K +1,622 New
FAT
2098
First American Trust
California
$212K +$203K +1,621 New
AIA
2099
Alternative Investment Advisors
Florida
$212K -$15.8K -126 -7%
DFG
2100
Demars Financial Group
Washington
$212K +$202K +1,616 New

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.