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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
MHIP
2451
Mountain Hill Investment Partners
New Jersey
$2.05K
MDA
2452
Minot DeBlois Advisors
Massachusetts
$1.96K -$1.25K -10 -40%
CW
2453
Curio Wealth
Maryland
$1.96K -$250 -2 -12%
DF
2454
DecisionPoint Financial
Arizona
$1.83K -$3.13K -25 -64%
NF
2455
Napier Financial
Massachusetts
$1.7K +$1.63K +13 New
ACM
2456
Anfield Capital Management
California
$1.57K -$45.9K -367 -97%
PMAM
2457
Picton Mahoney Asset Management
Ontario, Canada
$1.31K
TWM
2458
TopTier Wealth Management
Wisconsin
$1.18K +$1.13K +9 New
SFCL
2459
Strengthening Families & Communities LLC
Massachusetts
$1.06K -$1.25K -10 -56%
BIM
2460
Breakwater Investment Management
Washington
$1.05K +$1K +8 New
SFG
2461
Strive Financial Group
Indiana
$1K
PJC
2462
Phillip James Consulting
Minnesota
$1K +$875 +7 New
HIA
2463
HFM Investment Advisors
New Jersey
$917 +$250 +2 +40%
YDMI
2464
Y.D. More Investments
Israel
$840 +$23.8K +190 +10%
3FI
2465
3 Factor Indexing
California
$524 +$500 +4 New
NWS
2466
Nvest Wealth Strategies
Ohio
$524 +$500 +4 New
MAM
2467
Meeder Asset Management
Ohio
$131 -$37.9K -303 -100%
RWS
2468
Retirement Wealth Solutions
Wisconsin
$131 +$125 +1 New
Janney Montgomery Scott
2469
Janney Montgomery Scott
Pennsylvania
-$80.3M -685,014 Closed
FAF
2470
Första AP-fonden
Sweden
-$19.6M -167,300 Closed
ADEF
2471
Adams Diversified Equity Fund
Maryland
-$17.6M -150,000 Closed
MIG
2472
Mariner Investment Group
New York
-$6.01M -51,250 Closed
AIMCA
2473
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$5.42M -46,200 Closed
AIM
2474
Ausbil Investment Management
Australia
-$5.18M -44,190 Closed
CCM
2475
Cinctive Capital Management
New York
-$4.63M -39,509 Closed

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.