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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
VPIM
276
Vanguard Personalized Indexing Management
California
$12.7M +$975K +8,551 +9%
NYLIM
277
New York Life Investment Management
New York
$12.6M +$16.6K +146 +0.1%
KHCM
278
Kettle Hill Capital Management
New York
$12.6M +$11.7M +102,921 New
FNBT
279
FineMark National Bank & Trust
Florida
$12.5M +$9.69K +85 +0.1%
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$12.5M -$18K -158 -0.2%
AF
281
Allworth Financial
California
$12.4M +$1.15M +10,084 +11%
RWP
282
RWA Wealth Partners
Massachusetts
$12.3M -$570K -5,002 -5%
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$12.3M +$740K +6,488 +7%
BWL
284
Bogart Wealth LLC
Virginia
$12.1M +$336K +2,944 +3%
AM
285
AGF Management
Ontario, Canada
$12M -$299K -2,625 -3%
CIA
286
CCM Investment Advisers
South Carolina
$11.9M +$1.61M +14,087 +17%
LBC
287
Lowe Brockenbrough & Co
Virginia
$11.8M +$1.06M +9,336 +11%
JFG
288
Jefferies Financial Group
New York
$11.8M +$10.7M +94,202 +3,854%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$11.7M -$48.6M -426,697 -75%
OC
290
Oppenheimer & Co
New York
$11.6M +$83.1K +729 +0.8%
KeyBank National Association
291
KeyBank National Association
Ohio
$11.6M +$41.4K +363 +0.4%
ERSOT
292
Employees Retirement System of Texas
Texas
$11.5M +$10.8M +94,338 New
GCM
293
Greenland Capital Management
New York
$11.5M -$1.94M -16,982 -15%
JWCA
294
J.W. Cole Advisors
Florida
$11.5M +$6.5M +57,044 +155%
VRS
295
Virginia Retirement Systems
Virginia
$11.5M +$10.7M +93,900 New
CWM
296
CIBC World Markets
New York
$11.4M -$3.24M -28,418 -23%
JCM
297
Janney Capital Management
Pennsylvania
$11.4M -$569K -4,994 -5%
ACIM
298
Azimuth Capital Investment Management
Michigan
$11.3M +$269K +2,356 +3%
AWS
299
Atria Wealth Solutions
New York
$11.2M -$1.08M -9,478 -9%
BL
300
BCWM LLC
Kansas
$11.1M +$19.1K +168 +0.2%

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.