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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
FFA
2276
Frazier Financial Advisors
Ohio
$48.1K +$28.9K +231 +169%
C
2277
Covestor
United Kingdom
$48K -$14.8K -118 -24%
WA
2278
Walsh & Associates
Florida
$47.4K
CCM
2279
Chilton Capital Management
Texas
$46.5K -$25.6K -205 -37%
TFM
2280
TFC Financial Management
Massachusetts
$46.2K
FCT
2281
First Community Trust
Iowa
$45.6K
RPA
2282
Redwood Park Advisors
California
$45.1K +$375 +3 +0.9%
1IA
2283
1620 Investment Advisors
Massachusetts
$44.3K -$1.88K -15 -4%
OCWP
2284
Owl Creek Wealth Partners
Colorado
$44.1K +$42.1K +337 New
BA
2285
Ballast Advisors
Minnesota
$43.7K +$41.8K +334 New
CNBT
2286
Cornerstone National Bank & Trust
Illinois
$43.6K -$19.3K -154 -32%
CH
2287
Canton Hathaway
Rhode Island
$43.3K
FIM
2288
FWL Investment Management
Texas
$42.4K -$21.4K -171 -35%
DFA
2289
DHJJ Financial Advisors
Illinois
$42.4K +$19.9K +159 +96%
AF
2290
Abound Financial
California
$42.3K
KAS
2291
Kemnay Advisory Services
New York
$41K -$18K -144 -32%
CFM
2292
Cornerstone Financial Management
Massachusetts
$40.9K +$9.13K +73 +31%
T
2293
Tidemark
California
$40.6K
BFS
2294
Bare Financial Services
Pennsylvania
$40.5K +$2.5K +20 +7%
AIS
2295
Advocate Investing Services
Maryland
$40.4K +$250 +2 +0.7%
CFS
2296
CGC Financial Services
Oregon
$40.3K
JGCM
2297
Joseph Group Capital Management
Ohio
$40.2K +$16.8K +134 +77%
PWMG
2298
Prestige Wealth Management Group
New Jersey
$39.8K +$2.13K +17 +6%
NWM
2299
Nova Wealth Management
Florida
$39.5K -$6K -48 -14%
PWM
2300
Peck Wealth Management
New York
$39.3K

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.