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Duke Energy

2,277 hedge funds and large institutions have $63.1B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 1,035 increasing their positions, 748 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $691M | Put options by funds: $450M

38% more repeat investments, than reductions

Existing positions increased: 1,035 | Existing positions reduced: 748

31% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 119

0.67% more ownership

Funds ownership: 67.78%68.45% (+0.67%)

1% more funds holding

Funds holding: 2,2652,277 (+12)

2% less capital invested

Capital invested by funds: $64.2B → $63.1B (-$1.08B)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,277
Holders Change
+12
Holders Change %
+0.53%
% of All Funds
29.98%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
156
Increased
1,035
Reduced
748
Closed
119
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
276
Hudson Bay Capital Management
Connecticut
$13.7M -$2.88M -24,430 -17%
SCA
277
Stonebridge Capital Advisors
Minnesota
$13.5M -$161K -1,361 -1%
HAI
278
Hennessy Advisors Inc
California
$13.5M +$295K +2,500 +2%
IGAM
279
iA Global Asset Management
Quebec, Canada
$13.3M -$5.68M -48,175 -30%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$13.3M +$550K +4,665 +4%
AAS
281
Avantax Advisory Services
Texas
$13.1M +$407K +3,447 +3%
NYLIM
282
New York Life Investment Management
New York
$12.5M +$244K +2,072 +2%
UAS
283
United Asset Strategies
New York
$12.5M +$12.2M +103,127 +4,167%
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$12.4M +$486K +4,122 +4%
BL
285
BCWM LLC
Kansas
$12.4M +$1.64M +13,921 +15%
OHIS
286
Oak Harvest Investment Services
Texas
$12.2M +$5.04M +42,731 +70%
ERSOT
287
Employees Retirement System of Texas
Texas
$12.1M +$996K +8,437 +9%
FNBT
288
FineMark National Bank & Trust
Florida
$12.1M -$85.4K -724 -0.7%
Mirae Asset Global Investments
289
Mirae Asset Global Investments
South Korea
$11.9M -$3.92M -33,260 -25%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$11.9M -$129K -1,092 -1%
BWL
291
Bogart Wealth LLC
Virginia
$11.9M +$226K +1,914 +2%
FCBT
292
First Citizens Bank & Trust
North Carolina
$11.8M +$1.32M +11,205 +13%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$11.6M -$6M -50,807 -34%
CIA
294
CCM Investment Advisers
South Carolina
$11.6M +$84.4K +715 +0.7%
CWM
295
CIBC World Markets
New York
$11.5M +$515K +4,362 +5%
LBC
296
Lowe Brockenbrough & Co
Virginia
$11.3M -$156K -1,323 -1%
VRS
297
Virginia Retirement Systems
Virginia
$11.1M
Loomis, Sayles & Company
298
Loomis, Sayles & Company
Massachusetts
$11.1M +$2.67M +22,607 +32%
William Blair & Company
299
William Blair & Company
Illinois
$11M +$266K +2,257 +2%
JCM
300
Janney Capital Management
Pennsylvania
$11M -$53.6K -454 -0.5%

DUK Hedge Fund Activity: Q2 2025 in Review

2,277 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2025, worth a combined $63.1B — down 1.7% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new DUK positions and 119 closed out — a net gain of 37 holders — while 1,035 added to existing stakes and 748 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was First Trust Advisors, cutting an estimated $140M.

  • 2,277 institutional investors held Duke Energy (DUK) as of Q2 2025, up from 2,265 in Q1 2025.
  • Funds reported $63.1B of Duke Energy stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 156 funds opened new Duke Energy positions in Q2 2025 and 119 closed out, a net change of +37 holders.
  • The largest Duke Energy buyer in Q2 2025 was BlackRock, an estimated $434M added.
  • The largest Duke Energy seller in Q2 2025 was First Trust Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2025.