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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
LAM
2251
Lummis Asset Management
Texas
$65.5K
HI
2252
Hoey Investments
Pennsylvania
$65.5K +$12.5K +100 +25%
CTWM
2253
Cherry Tree Wealth Management
Minnesota
$65.4K +$500 +4 +0.8%
BTD
2254
BankPlus Trust Department
Mississippi
$64.7K
BWAM
2255
Boyd Watterson Asset Management
Ohio
$62.7K
POIA
2256
Pin Oak Investment Advisors
Texas
$61K +$6.25K +50 +12%
DWP
2257
Destiny Wealth Partners
Florida
$60.6K +$57.9K +463 New
BGAI
2258
Bruce G. Allen Investments
Colorado
$60.5K -$12.5K -100 -18%
SIM
2259
Synergy Investment Management
Florida
$59.8K +$57.1K +457 New
HCM
2260
Horrell Capital Management
Arkansas
$58.9K +$2.63K +21 +5%
TFGT
2261
TS Financial Group (TSFG)
Illinois
$58K
WETS
2262
Wealth Enhancement Trust Services
South Dakota
$56.4K -$1.5K -12 -3%
CPG
2263
Cornerstone Planning Group
New Jersey
$54.7K +$19K +152 +55%
M
2264
MOTCO
Texas
$54.6K -$13K -104 -20%
LFA
2265
LGT Financial Advisors
Texas
$53.9K -$20.3K -162 -28%
DAM
2266
Delta Asset Management
Tennessee
$52.5K
MS
2267
Monetary Solutions
Ohio
$52.5K
ATC
2268
Advantage Trust Company
Kansas
$52.2K
KCM
2269
Key Capital Management
Tennessee
$51.5K
FA
2270
Fountainhead AM
New Jersey
$49.9K +$12.9K +103 +37%
LWMI
2271
Legacy Wealth Management (Idaho)
Idaho
$49.2K +$6.5K +52 +16%
BAM
2272
Bellevue Asset Management
Washington
$49K +$125 +1 +0.3%
KFA
2273
Kelleher Financial Advisors
New York
$48.7K -$37.5K -300 -42%
AWM
2274
Abound Wealth Management
Tennessee
$48.7K +$11.5K +92 +33%
MCA
2275
Midwest Capital Advisors
Michigan
$48.5K

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.