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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
CFG
2301
Chapman Financial Group
Hawaii
$39.2K -$44.4K -355 -54%
MEG
2302
Millstone Evans Group
Colorado
$38.9K +$12.9K +103 +53%
DWS
2303
Dynamic Wealth Strategies
California
$38.5K +$36.8K +294 New
MCA
2304
McGuire Capital Advisors
Oklahoma
$38.4K +$375 +3 +1%
AFC
2305
Ares Financial Consulting
California
$37.8K +$11.1K +89 +45%
VWM
2306
Vermillion Wealth Management
Minnesota
$37.7K +$4.75K +38 +15%
PWMG
2307
Private Wealth Management Group
New Jersey
$37.4K
AW
2308
Avion Wealth
Texas
$37K +$3.63K +29 +11%
IWP
2309
IAG Wealth Partners
Wisconsin
$36K +$20.9K +167 +155%
EA
2310
Evergreen Advisors
Tennessee
$35.6K +$34K +272 New
AIM
2311
Access Investment Management
Georgia
$34.3K
OW
2312
Olistico Wealth
Oklahoma
$34.1K -$8.25K -66 -20%
HWP
2313
Highline Wealth Partners
California
$33.5K +$10.3K +82 +47%
LWM
2314
Lodestone Wealth Management
Washington
$33.3K
AWM
2315
Activest Wealth Management
Florida
$33.1K +$23.8K +190 +302%
WAS
2316
Winch Advisory Services
Wisconsin
$33.1K +$250 +2 +0.8%
CBT
2317
CoreFirst Bank & Trust
Kansas
$33K
FFL
2318
Financial Freedom LLC
Ohio
$32.4K +$6.88K +55 +29%
LD
2319
Lipe & Dalton
New York
$32K
WG
2320
Wellington Group
Indiana
$30.6K -$2.25K -18 -7%
NWMP
2321
Noble Wealth Management PBC
Colorado
$30.5K
JFA
2322
JNBA Financial Advisors
Minnesota
$29.2K
BCPWM
2323
Bradley & Co Private Wealth Management
Florida
$29.1K
DCM
2324
Dorato Capital Management
Colorado
$28.4K
KFP
2325
Kerr Financial Planning
California
$28.4K +$250 +2 +0.9%

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.