We are live on ! Find out more
DUK icon

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
SG
2376
Sankala Group
Colorado
$14.7K
PSFG
2377
Park Square Financial Group
Georgia
$14.4K -$5.38K -43 -28%
APW
2378
Acima Private Wealth
Virginia
$14.4K
JSAM
2379
J. Safra Asset Management
New York
$14.4K
RTL
2380
Red Tortoise LLC
Georgia
$14.3K
IW
2381
Imprint Wealth
South Carolina
$14K
CAC
2382
Core Alternative Capital
Georgia
$13.6K
CFP
2383
Comprehensive Financial Planning
Pennsylvania
$13.6K
W
2384
WealthCollab
Washington
$13.4K
DCM
2385
Davis Capital Management
Florida
$13.4K +$1.38K +11 +12%
GPI
2386
General Partner Inc
Pennsylvania
$13.2K
SA
2387
SRH Advisors
Kansas
$13.1K -$6.88K -55 -35%
GK
2388
Graney & King
New York
$13.1K
LC
2389
Lavaca Capital
Texas
$13.1K
MWA
2390
Miller Wealth Advisors
Colorado
$13.1K
TAR
2391
Trask Adam Roland
$13.1K +$12.5K +100 New
ECA
2392
Elevated Capital Advisors
Utah
$13K -$2.63K -21 -18%
GAAM
2393
Guinness Atkinson Asset Management
California
$12.2K
EF
2394
Entrust Financial
Pennsylvania
$11.9K
RIAS
2395
Rachor Investment Advisory Services
Michigan
$11.4K
RS
2396
Rakuten Securities
Japan
$11.3K -$9.88K -79 -48%
BH
2397
Burk Holdings
Oklahoma
$11.3K +$10.8K +86 New
NRWA
2398
North Ridge Wealth Advisors
Oregon
$11.1K +$10.5K +84 New
PWA
2399
Portus Wealth Advisors
North Carolina
$11K +$10.5K +84 New
LAS
2400
Lloyd Advisory Services
Georgia
$11K -$335K -2,681 -97%

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.