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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
RWM
2426
Rialto Wealth Management
New York
$5.63K +$2.38K +19 +79%
CIAS
2427
CBIZ Investment Advisory Services
Ohio
$5.63K -$10.9K -87 -67%
T
2428
Transce3nd
Texas
$5.63K -$875 -7 -14%
CYG
2429
Clean Yield Group
Vermont
$5.5K
GWS
2430
Greykasell Wealth Strategies
California
$5.37K +$5.13K +41 New
CWA
2431
Carolina Wealth Advisors
South Carolina
$5.24K
CC
2432
Centiva Capital
New York
$5.24K +$5K +40 New
HWM
2433
HighMark Wealth Management
Minnesota
$4.84K
PS
2434
PayPay Securities
Japan
$4.5K -$1K -8 -19%
WA
2435
WestEnd Advisors
North Carolina
$4.45K -$6.88K -55 -62%
CWM
2436
Consultiva Wealth Management
Puerto Rico
$4.45K
MWM
2437
Mosley Wealth Management
California
$4.12K +$4.13K +33 New
TFG
2438
Team Financial Group
California
$4.04K
JFG
2439
JDM Financial Group
Texas
$3.93K
IWS
2440
Intentional Wealth Strategies
Colorado
$3.67K +$3.5K +28 New
CFG
2441
Clayton Financial Group
Missouri
$3.4K
DPW
2442
DiNuzzo Private Wealth
Pennsylvania
$3.4K
1CP
2443
1015 Capital Partners
Pennsylvania
$3.14K +$250 +2 +9%
AT
2444
Arlington Trust
Alabama
$3.14K +$3K +24 New
HFM
2445
Harvest Fund Management
China
$3K
QWM
2446
Quaker Wealth Management
New Jersey
$2.88K -$2.5K -20 -48%
OA
2447
Operose Advisors
Wisconsin
$2.88K +$2.75K +22 New
ACA
2448
Atlas Capital Advisors
Wyoming
$2.75K +$1.75K +14 +200%
TM
2449
Torren Management
California
$2.49K -$99.4K -795 -98%
OCM
2450
Osbon Capital Management
Massachusetts
$2.1K

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.