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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
URS
251
Utah Retirement Systems
Utah
$15.6M
Robeco Institutional Asset Management
252
Robeco Institutional Asset Management
Netherlands
$15.6M -$1.84M -16,179 -11%
BMO
253
Beck Mack & Oliver
New York
$15.4M +$122K +1,066 +0.9%
GP
254
Guardian Partners
Canada
$15.2M -$3.08K -27 -0%
UIM
255
USS Investment Management
United Kingdom
$15.2M -$10.3M -90,400 -42%
TC
256
TownSquare Capital
Utah
$15M +$413K +3,621 +3%
ProShare Advisors
257
ProShare Advisors
Maryland
$14.9M -$1.12M -9,800 -7%
BCM
258
Brookstone Capital Management
Illinois
$14.8M +$521K +4,574 +4%
CFIA
259
Cantor Fitzgerald Investment Advisors
New York
$14.7M -$1.71M -15,002 -11%
SCM
260
SIR Capital Management
New York
$14.7M +$13.7M +120,200 New
GAM
261
Gotham Asset Management
New York
$14.5M +$4.6M +40,320 +51%
PFPT
262
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.5M +$1.3M +11,445 +10%
IIM
263
Intact Investment Management
Quebec, Canada
$14.3M
YCM
264
Yousif Capital Management
Michigan
$14.2M -$153K -1,346 -1%
Capital Fund Management (CFM)
265
Capital Fund Management (CFM)
France
$14.1M -$2.46M -21,551 -16%
SCA
266
Stonebridge Capital Advisors
Minnesota
$14.1M +$197K +1,727 +2%
VI
267
Vestcor Inc
New Brunswick, Canada
$14.1M -$609K -5,346 -4%
PFSRSONJ
268
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.7M
X
269
Xponance
Pennsylvania
$13.7M +$215K +1,889 +2%
HAI
270
Hennessy Advisors Inc
California
$13.6M -$627K -5,500 -5%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$13.1M +$615K +5,391 +5%
AAS
272
Avantax Advisory Services
Texas
$13.1M +$366K +3,208 +3%
GWM
273
Geneos Wealth Management
Colorado
$12.9M +$6.04M +52,974 +100%
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$12.7M +$996K +8,735 +9%
IMCOOI
275
Investment Management Corp of Ontario (IMCO)
Canada
$12.7M +$2.76M +24,238 +30%

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.