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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
WFPG
2126
Waller Financial Planning Group
Ohio
$203K +$194K +1,552 New
NWMG
2127
Nicholson Wealth Management Group
South Carolina
$203K -$53.9K -431 -22%
SA
2128
Stewardship Advisors
Pennsylvania
$203K +$193K +1,547 New
SCA
2129
Stokes Capital Advisors
South Carolina
$202K +$193K +1,544 New
P
2130
Palladiem
Pennsylvania
$202K +$625 +5 +0.3%
LIA
2131
LBMC Investment Advisors
Tennessee
$202K -$144K -1,154 -43%
C1AG
2132
Client 1st Advisory Group
Florida
$202K -$29.3K -234 -13%
CWMGO
2133
Capstone Wealth Management Group (Oregon)
Oregon
$201K +$192K +1,538 New
TF
2134
Trek Financial
Arizona
$201K +$192K +1,538 New
GWM
2135
Glass Wealth Management
Texas
$201K +$192K +1,535 New
VP
2136
Verisail Partners
Georgia
$201K +$192K +1,533 New
WBC
2137
West Branch Capital
Massachusetts
$200K -$11.6K -93 -6%
AFT
2138
Alpha Family Trust
California
$200K +$191K +1,530 New
JMA
2139
J.M. Arbour
Maine
$200K +$191K +1,530 New
TH
2140
TCTC Holdings
Texas
$200K -$50K -400 -21%
GAM
2141
Guinness Asset Management
United Kingdom
$199K +$66.5K +532 +54%
MAM
2142
Morse Asset Management
Connecticut
$196K
WSFG
2143
Wall Street Financial Group
Illinois
$195K +$186K +1,489 New
AIM
2144
Axiom Investment Management
New York
$193K +$184K +1,472 New
LFA
2145
Longview Financial Advisors
Alabama
$192K +$183K +1,466 New
SA
2146
Scarborough Advisors
Maryland
$192K -$22.5K -180 -11%
MUMSS
2147
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$50.3K -402 -22%
IWM
2148
IMG Wealth Management
Florida
$189K -$24.9K -199 -12%
CFFP
2149
Center for Financial Planning
Michigan
$188K -$4.38K -35 -2%
RMP
2150
Richards, Merrill & Peterson
Washington
$187K -$14.6K -117 -8%

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.