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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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$27.6M +$7.84M +62,676 +42%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$27.5M -$607K -4,853 -2%
CA
203
CapWealth Advisors
Tennessee
$27.4M -$102K -816 -0.4%
KAS
204
Kestra Advisory Services
Texas
$26.9M +$3.08M +24,670 +14%
GGI
205
Godsey & Gibb Inc
Virginia
$26.7M +$62.6K +501 +0.2%
SOMRS
206
State of Michigan Retirement System
Michigan
$26.6M -$62.5K -500 -0.2%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$26.5M +$2.11M +16,913 +9%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$26.4M +$56.5K +452 +0.2%
SPIA
209
Steward Partners Investment Advisory
New York
$26.1M +$681K +5,444 +3%
AT
210
Arbejdsmarkedets Tillaegspension
$26M -$366K -2,925 -1%
ECSS
211
Eurizon Capital SGR SpA
$26M +$3.56M +28,469 +17%
Mirae Asset Global ETFs Holdings
212
Mirae Asset Global ETFs Holdings
Hong Kong
$25.6M +$3.85M +30,821 +19%
SFM
213
Stack Financial Management
Montana
$24.9M +$230K +1,842 +1%
PR
214
Payden & Rygel
California
$24.8M
O
215
Ossiam
France
$24.8M +$23.4M +187,448 +9,060%
Hudson Bay Capital Management
216
Hudson Bay Capital Management
Connecticut
$24.7M +$6.5M +51,994 +38%
FCBT
217
First Citizens Bank & Trust
North Carolina
$24.1M +$10.7M +85,785 +87%
AF
218
Allworth Financial
California
$23.9M +$409K +3,269 +2%
MIM
219
MetLife Investment Management
New Jersey
$23.8M -$590K -4,717 -3%
BG
220
Bollard Group
Massachusetts
$23.3M -$1.17M -9,363 -5%
UB
221
UMB Bank
Missouri
$23.2M -$597K -4,774 -3%
Calamos Advisors
222
Calamos Advisors
Illinois
$23.1M +$617K +4,934 +3%
WB
223
WesBanco Bank
West Virginia
$22.7M -$431K -3,451 -2%
Royal London Asset Management
224
Royal London Asset Management
United Kingdom
$22.5M
OAM
225
Oppenheimer Asset Management
New York
$22.3M +$108K +860 +0.5%

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.