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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
LI
2226
LRI Investments
Florida
$93.8K -$875 -7 -1%
IRAG
2227
Investment Research & Advisory Group
Georgia
$92.2K -$6.88K -55 -8%
BHWM
2228
Beaird Harris Wealth Management
Texas
$90.3K -$17.5K -140 -17%
TWD
2229
True Wealth Design
Ohio
$90.3K +$71.5K +572 +485%
PP
2230
PFS Partners
New Jersey
$88.3K
EDRH
2231
Edmond de Rothschild Holding
Switzerland
$87.3K
FW
2232
Fairway Wealth
Ohio
$86.9K +$79.9K +639 +2,556%
JGIA
2233
Jackson Grant Investment Advisers
Connecticut
$83.3K
KFAS
2234
Keating Financial Advisory Services
Kansas
$82.8K -$750 -6 -0.9%
WSCM
2235
Wellington Shields Capital Management
New York
$82.5K
GWP
2236
Gen-Wealth Partners
Michigan
$81.6K +$9.5K +76 +14%
S
2237
Sachetta
Massachusetts
$81.3K +$2.38K +19 +3%
IRC
2238
Investors Research Corp
Georgia
$78.6K
EWM
2239
Evolution Wealth Management
Florida
$77.6K +$46.9K +375 +172%
1M
2240
1248 Management
Missouri
$76.9K
IA
2241
IFG Advisory
Georgia
$75.7K -$5.21M -41,635 -99%
BW
2242
Basepoint Wealth
Iowa
$74.7K +$375 +3 +0.5%
FGA
2243
Fortis Group Advisors
New Jersey
$74.6K
MMCM
2244
Murphy & Mullick Capital Management
New York
$73.7K +$250 +2 +0.4%
CA
2245
Centerpoint Advisors
Massachusetts
$72K
HFM
2246
Hartford Financial Management
Connecticut
$71.2K -$12.3K -98 -15%
FWA
2247
Flagship Wealth Advisors
Massachusetts
$66.4K
PCTC
2248
Perkins Coie Trust Company
Washington
$66.4K
WPWM
2249
Western Pacific Wealth Management
Illinois
$65.9K
HSA
2250
Hussman Strategic Advisors
Maryland
$65.5K

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.