We are live on ! Find out more
DUK icon

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
BW
2176
Bravera Wealth
North Dakota
$151K +$750 +6 +0.5%
Walleye Capital
2177
Walleye Capital
New York
$150K -$7.62M -60,933 -98%
GIA
2178
GHP Investment Advisors
Colorado
$149K +$27.9K +223 +24%
WIM
2179
Westside Investment Management
California
$147K
WOSD
2180
WFA of San Diego
California
$142K
CAL
2181
Capital Advisors Ltd
Ohio
$140K +$14.6K +117 +12%
WB
2182
Webster Bank
Connecticut
$139K
AWA
2183
Acumen Wealth Advisors
Tennessee
$137K +$1K +8 +0.8%
MCP
2184
Miller Capital Partners
Michigan
$135K
PSB
2185
Piscataqua Savings Bank
New Hampshire
$135K
AF
2186
Avanza Fonder
Sweden
$135K +$12.5K +100 +11%
DCBT
2187
Dakota Community Bank & Trust
North Dakota
$134K -$1.38K -11 -1%
APW
2188
Aventura Private Wealth
Florida
$133K +$6.25K +50 +5%
CWM
2189
Copia Wealth Management
Oregon
$133K
HCMG
2190
Howard Capital Management Group
California
$133K -$4.38K -35 -3%
PWAM
2191
Private Wealth Asset Management
Iowa
$132K -$58.9K -471 -32%
WPA
2192
Wealth Preservation Advisors
Tennessee
$131K -$47.6K -381 -28%
PB
2193
Prosperity Bancshares
Texas
$127K -$49.5K -396 -29%
CCA
2194
Catalyst Capital Advisors
New York
$125K -$7.5K -60 -6%
SIC
2195
SJS Investment Consulting
Ohio
$124K +$19.1K +153 +19%
SMBT
2196
Southern Michigan Bank & Trust
Michigan
$124K +$118K +947 New
BSB
2197
Bangor Savings Bank
Maine
$122K -$4.5K -36 -4%
ADL
2198
Asset Dedication LLC
California
$122K -$5.5K -44 -5%
SSG
2199
Summit Securities Group
New York
$122K -$341K -2,728 -75%
CMBA
2200
C.M. Bidwell & Associates
Hawaii
$121K -$1.88K -15 -2%

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.