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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
KFG
2401
Kingdom Financial Group
Arizona
$11K -$24.9K -199 -70%
TIM
2402
Thompson Investment Management
Wisconsin
$10.5K +$4.5K +36 +82%
MWM
2403
Magnolia Wealth Management
Alabama
$10.5K +$10K +80 New
BLC
2404
Brown, Lisle/Cummings
Rhode Island
$10.3K +$9.88K +79 New
MPW
2405
MASECO Private Wealth
$10.2K -$1.88K -15 -16%
BFP
2406
Birchwood Financial Partners
Minnesota
$10.2K
CMA
2407
Cedar Mountain Advisors
Oregon
$9.82K
IPS
2408
Investors Portfolio Services
Washington
$9.71K +$500 +4 +6%
AP
2409
Aspect Partners
Virginia
$9.56K
BHWM
2410
Bay Harbor Wealth Management
Maryland
$9.3K +$2.88K +23 +48%
MSWM
2411
Mowery & Schoenfeld Wealth Management
Illinois
$9.17K -$26.3K -210 -75%
IAS
2412
IMA Advisory Services
Colorado
$8.9K +$1.5K +12 +21%
CWP
2413
Clark Wealth Partners
Illinois
$8.77K +$2.13K +17 +34%
HC
2414
Hurley Capital
New York
$8.58K +$8.25K +66 New
SA
2415
Seneschal Advisors
Washington
$8.51K
MCI
2416
MRP Capital Investments
Georgia
$8.25K
PCM
2417
Penserra Capital Management
California
$8K
VWA
2418
Valued Wealth Advisors
Utah
$7.52K +$5.63K +45 +375%
SHIM
2419
Stone House Investment Management
Pennsylvania
$7.2K
IWMWV
2420
Ironwood Wealth Management (West Virginia)
West Virginia
$7.18K +$6.75K +54 New
DAM
2421
Davis Asset Management
California
$7.07K +$6.75K +54 New
AWM
2422
Ameliora Wealth Management
Switzerland
$6.55K
GFL
2423
Granite FO LLC
New Hampshire
$6.55K
TBFA
2424
Three Bearings Fiduciary Advisors
New Hampshire
$6.16K
OAJ
2425
Ogorek Anthony Joseph
New York
$6K +$875 +7 +16%

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.