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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
BC
2151
Bayforest Capital
United Kingdom
$186K +$22.8K +182 +15%
AA
2152
Addison Advisors
Vermont
$184K +$9.13K +73 +5%
BFS
2153
Beacon Financial Strategies
North Carolina
$184K
VFM
2154
Vision Financial Markets
Connecticut
$183K
VC
2155
Vestor Capital
Illinois
$181K -$6.31M -50,444 -97%
AEPWM
2156
Atlantic Edge Private Wealth Management
Florida
$181K +$34.4K +275 +25%
HIMS
2157
Hager Investment Management Services
New Hampshire
$180K -$11.3K -90 -6%
WA
2158
Whipplewood Advisors
Colorado
$178K +$45.9K +367 +37%
KC
2159
Knuff & Co
California
$178K -$188K -1,500 -52%
FFO
2160
Fortitude Family Office
Arizona
$178K +$3.88K +31 +2%
PGAM
2161
Princeton Global Asset Management
New Jersey
$178K +$1.13K +9 +0.7%
AP
2162
Atwood & Palmer
Missouri
$177K
KB
2163
Kimelman & Baird
New York
$174K
GFA
2164
Godfrey Financial Associates
New York
$174K
HCM
2165
Hollencrest Capital Management
California
$172K
HIW
2166
Holos Integrated Wealth
Pennsylvania
$168K
NECFA
2167
New England Capital Financial Advisors
Connecticut
$166K
CT
2168
Coastline Trust
Rhode Island
$166K +$20.8K +166 +15%
RFP
2169
Root Financial Partners
California
$164K +$78K +624 +99%
GTAM
2170
Global Trust Asset Management
Florida
$164K +$30.4K +243 +24%
CWM
2171
Cranbrook Wealth Management
Michigan
$161K
SAM
2172
S.A. Mason
Michigan
$159K
PUI
2173
Purpose Unlimited Inc
$155K -$3.75K -30 -2%
CCM
2174
Cutler Capital Management
Massachusetts
$155K
SWIM
2175
Smallwood Wealth Investment Management
New Jersey
$154K

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.