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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
JWM
2201
JPL Wealth Management
Colorado
$120K +$114K +913 New
BAM
2202
Byrne Asset Management
New Jersey
$119K -$13.8K -110 -11%
MTIC
2203
Missouri Trust & Investment Company
Missouri
$117K -$16.6K -133 -13%
B
2204
Bayban
Minnesota
$116K -$441K -3,529 -80%
TFIPS
2205
Towarzystwo Funduszy Inwestycyjnych PZU SA
$115K
KFI
2206
Key Financial Inc
Pennsylvania
$115K
MWPCG
2207
Measured Wealth Private Client Group
New Hampshire
$113K
PP
2208
Pacifica Partners
Canada
$112K -$7.5K -60 -7%
GKIM
2209
GW&K Investment Management
Massachusetts
$111K -$1.38K -11 -1%
CMP
2210
Coston McIsaac & Partners
Maine
$108K -$5.5K -44 -5%
TTIC
2211
Tower Trust & Investment Company
Iowa
$107K
WA
2212
WPG Advisers
Maryland
$106K -$29.1K -233 -22%
GWSA
2213
Global Wealth Strategies & Associates
Colorado
$106K
LI
2214
Louisbourg Investments
New Brunswick, Canada
$105K
AT
2215
Avalon Trust
New Mexico
$105K +$100K +800 New
PIM
2216
Plato Investment Management
Australia
$104K +$99.4K +795 New
FPF
2217
First Pacific Financial
Washington
$104K -$46.4K -371 -32%
PMFA
2218
Plante Moran Financial Advisors
Michigan
$104K -$27.8K -222 -22%
TLFA
2219
True Link Financial Advisors
California
$102K +$97.5K +780 New
NEWAS
2220
N.E.W. Advisory Services
Wisconsin
$101K +$65.4K +523 +209%
MFT
2221
Moisand Fitzgerald Tamayo
Florida
$99.9K
KG
2222
Kilter Group
New York
$99K +$76.8K +614 +432%
TC
2223
Trust Company
Kansas
$97.7K +$33K +264 +55%
TPWA
2224
Twin Peaks Wealth Advisors
California
$94.5K +$90.3K +722 New
LIA
2225
Luken Investment Analytics
Tennessee
$94.4K -$625 -5 -0.7%

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.