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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
CJ
2351
Caitlin John
Michigan
$21.8K +$6.25K +50 +43%
HNW
2352
High Note Wealth
Minnesota
$21.1K +$2.88K +23 +17%
WAG
2353
Wiser Advisor Group
Arizona
$20.9K +$125 +1 +0.6%
OCM
2354
Orion Capital Management
California
$20.8K
RF
2355
Robinswood Financial
Washington
$20.5K +$125 +1 +0.6%
LHEI
2356
Leo H. Evart Inc
California
$20.4K +$19.5K +156 New
IA
2357
IFS Advisors
Kansas
$20.2K +$19.3K +154 New
TFA
2358
Toth Financial Advisory
Virginia
$19.8K -$25K -200 -57%
MAM
2359
Marquette Asset Management
Minnesota
$19.6K +$18.8K +150 New
EP
2360
Essential Partners
California
$19.5K -$2.25K -18 -11%
RWPA
2361
Richard W. Paul & Associates
Michigan
$19.5K
WAG
2362
Wilkerson Advisory Group
Missouri
$19.1K +$7.5K +60 +70%
SC
2363
Swan Capital
Florida
$18.9K -$7K -56 -28%
RAM
2364
Ramirez Asset Management
New York
$18.9K
CPBTD
2365
Central Pacific Bank - Trust Division
Hawaii
$18.3K +$17.5K +140 New
IAAG
2366
Innovative Asset Advisors Group
Connecticut
$17.8K +$17K +136 New
GCP
2367
Gill Capital Partners
Colorado
$17.7K +$16.9K +135 New
FGAM
2368
Financial Gravity Asset Management
Texas
$17.5K +$16.8K +134 New
ETS
2369
ESL Trust Services
New York
$17.2K
EI
2370
EFG International
$16.9K +$3.63K +29 +29%
SWP
2371
SIMA Wealth Partners
Virginia
$16.9K -$16.1K -129 -50%
SFAM
2372
Sawyer Falduto Asset Management
Illinois
$16.9K
TCM
2373
TD Capital Management
Tennessee
$15.8K -$7.63K -61 -34%
CAM
2374
Chesapeake Asset Management
New York
$15.6K
PL
2375
Protective Life
Alabama
$15.2K +$14.5K +116 New

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.