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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
CCA
2101
Cadent Capital Advisors
Oklahoma
$211K +$202K +1,612 New
MWA
2102
Medallion Wealth Advisors
Connecticut
$211K +$2.88K +23 +1%
KOC
2103
Koss-Olinger Consulting
Florida
$211K -$79.9K -639 -28%
BIG
2104
Brookwood Investment Group
Arizona
$211K -$96.4K -771 -32%
SHGA
2105
Sand Hill Global Advisors
California
$211K +$201K +1,609 New
NIM
2106
Northeast Investment Management
Massachusetts
$210K +$201K +1,605 New
FC
2107
Fusion Capital
South Carolina
$210K +$200K +1,603 New
PIA
2108
Pinion Investment Advisors
Kansas
$210K -$33K -264 -14%
AWA
2109
Arbor Wealth Advisors
Michigan
$210K +$200K +1,602 New
MBWA
2110
Marin Bay Wealth Advisors
California
$210K +$116K +928 +51%
JFGLC
2111
Johnson Financial Group LLC (Colorado)
Colorado
$209K +$200K +1,598 New
1WA
2112
180 Wealth Advisors
Washington
$209K +$200K +1,596 New
SF
2113
Slagle Financial
Illinois
$209K +$199K +1,593 New
ZF
2114
Zhang Financial
Michigan
$208K +$199K +1,591 New
PCS
2115
Private Client Services
Kentucky
$208K +$199K +1,589 New
CTI
2116
Community Trust & Investment
Kentucky
$208K +$199K +1,589 New
ADBIC
2117
A.D. Beadell Investment Counsel
Wisconsin
$208K +$199K +1,590 New
AT
2118
American Trust
Kentucky
$208K +$198K +1,587 New
SWA
2119
Strategies Wealth Advisors
Michigan
$207K +$198K +1,583 New
VNA
2120
Valley National Advisers
Pennsylvania
$207K +$14.5K +116 +8%
HC
2121
Hamilton Capital
Ohio
$206K +$197K +1,572 New
BFA
2122
Beacon Financial Advisory
Ohio
$206K +$196K +1,571 New
GT
2123
GreatBanc Trust
Illinois
$206K -$107K -854 -35%
AP
2124
Americana Partners
Texas
$206K -$21.3K -170 -10%
FFS
2125
Founders Financial Securities
Maryland
$204K +$192K +1,537 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.