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Duke Energy

2,265 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 929 increasing their positions, 779 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $980M | Put options by funds: $445M

88% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 121

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

19% more repeat investments, than reductions

Existing positions increased: 929 | Existing positions reduced: 779

17% more capital invested

Capital invested by funds: $55B → $64.2B (+$9.18B)

3% more funds holding

Funds holding: 2,2002,265 (+65)

1.65% more ownership

Funds ownership: 66.13%67.78% (+1.6%)

Holders
2,265
Holders Change
+65
Holders Change %
+2.95%
% of All Funds
30.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.4%
New
227
Increased
929
Reduced
779
Closed
121
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Silvercrest Asset Management
New York
$18.4M +$5.9M +51,773 +52%
CIC
227
Canal Insurance Company
South Carolina
$18.3M
CIBC World Market
228
CIBC World Market
Ontario, Canada
$18.2M +$8.1M +71,063 +91%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$18.2M -$25.6M -224,579 -59%
NAM
230
Nissay Asset Management
Japan
$18.2M +$509K +4,464 +3%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$18M -$16.5K -145 -0.1%
Squarepoint
232
Squarepoint
New York
$18M -$42.1M -369,289 -71%
P
233
&Partners
Tennessee
$17.8M +$1.59M +13,919 +10%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$17.6M +$3.31M +29,028 +25%
Citadel Advisors
235
Citadel Advisors
Florida
$17.2M -$94.5M -829,398 -85%
SF
236
Synovus Financial
Georgia
$17.2M +$259K +2,272 +2%
Hudson Bay Capital Management
237
Hudson Bay Capital Management
Connecticut
$17.1M -$1.86M -16,331 -10%
IMPI
238
Ilmarinen Mutual Pension Insurance
Finland
$17.1M +$342K +3,000 +2%
AWAG
239
ARS Wealth Advisors Group
Florida
$16.9M -$11.3K -99 -0.1%
CAMG
240
CWA Asset Management Group
Florida
$16.6M -$882K -7,741 -5%
SDIC
241
South Dakota Investment Council
South Dakota
$16.5M
IAA
242
Independent Advisor Alliance
North Carolina
$16.5M +$136K +1,191 +0.9%
JF
243
Jump Financial
Illinois
$16.4M +$14.4M +126,621 +1,582%
CTA
244
Colonial Trust Advisors
South Carolina
$16.2M +$864K +7,578 +6%
Wealthfront Advisers
245
Wealthfront Advisers
California
$16.2M +$3.41M +29,880 +29%
WIC
246
Willis Investment Counsel
Georgia
$16.1M +$2.37M +20,802 +19%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$1.29M +11,340 +9%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$16.1M +$7.48M +65,605 +95%
QCM
249
Quantinno Capital Management
New York
$15.9M +$6.67M +58,498 +81%
FCI
250
Financial Counselors Inc
Kansas
$15.8M -$3.34M -29,334 -18%

DUK Hedge Fund Activity: Q1 2025 in Review

2,265 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2025, worth a combined $64.2B — up 17% from $55B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new DUK positions and 121 closed out — a net gain of 106 holders — while 929 added to existing stakes and 779 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.16B. The largest seller was Wellington Management Group, cutting an estimated $214M.

  • 2,265 institutional investors held Duke Energy (DUK) as of Q1 2025, up from 2,200 in Q4 2024.
  • Funds reported $64.2B of Duke Energy stock for Q1 2025, up 17% quarter-over-quarter.
  • 227 funds opened new Duke Energy positions in Q1 2025 and 121 closed out, a net change of +106 holders.
  • The largest Duke Energy buyer in Q1 2025 was GQG Partners, an estimated $1.16B added.
  • The largest Duke Energy seller in Q1 2025 was Wellington Management Group, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2025.