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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
BIA
2326
Bell Investment Advisors
California
$28.2K -$5.38K -43 -17%
FNWA
2327
Financial Network Wealth Advisors
Utah
$27.9K -$875 -7 -3%
SWA
2328
SOA Wealth Advisors
New York
$27.1K -$125 -1 -0.5%
GA
2329
GoalVest Advisory
New York
$26.8K -$62.5K -500 -71%
NL
2330
NorthAvenue LLC
Ohio
$26.2K -$750 -6 -3%
DF
2331
Dunhill Financial
United Kingdom
$26K +$750 +6 +3%
STB
2332
S&T Bank
Pennsylvania
$25.7K
PWM
2333
Proathlete Wealth Management
Florida
$25.5K
DIP
2334
DT Investment Partners
Pennsylvania
$24.9K
ACA
2335
American Capital Advisory
Idaho
$24.5K +$500 +4 +2%
MAS
2336
MPWM Advisory Solutions
Georgia
$24.5K
MSG
2337
Main Street Group
Virginia
$24.4K +$23.3K +186 New
OWP
2338
ORG Wealth Partners
Texas
$24.3K
FCG
2339
Financial Connections Group
California
$24K
1NWS
2340
1 North Wealth Services
Maryland
$24K
TCM
2341
Triumph Capital Management
Colorado
$23.8K -$6.13K -49 -21%
VNT
2342
Vanguard National Trust
Pennsylvania
$23.7K +$22.6K +181 New
CH
2343
CDKV Holdings
Colorado
$23.3K
BA
2344
Blueline Advisors
New Hampshire
$23K +$750 +6 +4%
MWM
2345
Mascoma Wealth Management
New Hampshire
$22.9K -$125 -1 -0.6%
VWM
2346
Valley Wealth Managers
New Jersey
$22.4K
LWCFA
2347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K
SRCM
2348
Signature Resources Capital Management
California
$22.1K
AW
2349
Ankerstar Wealth
Texas
$22.1K -$1.75K -14 -8%
GCM
2350
Gunpowder Capital Management
Maryland
$21.9K +$20K +160 +2,286%

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.