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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
William Blair & Company
301
William Blair & Company
Illinois
$11.1M -$267K -2,346 -3%
SOADOR
302
State of Alaska Department of Revenue
Alaska
$11.1M +$320K +2,805 +3%
BIA
303
Biondo Investment Advisors
Pennsylvania
$11.1M +$287K +2,514 +3%
MOACM
304
Mutual of America Capital Management
New York
$11M -$262K -2,301 -2%
LW
305
Linscomb Wealth
Texas
$11M +$116K +1,020 +1%
RRAM
306
River Road Asset Management
Kentucky
$10.9M -$531K -4,654 -5%
FCBT
307
First Citizens Bank & Trust
North Carolina
$10.8M +$804K +7,049 +9%
BB
308
Bell Bank
North Dakota
$10.7M +$354K +3,103 +4%
NAAA
309
New Age Alpha Advisors
New York
$10.7M -$1.62M -14,212 -14%
TF
310
Tompkins Financial
New York
$10.4M -$92.3K -810 -0.9%
AIM
311
Anchor Investment Management
South Carolina
$9.94M +$30.8K +270 +0.3%
OGC
312
Oak Grove Capital
New Hampshire
$9.76M -$1.11M -9,750 -11%
CIAS
313
Capital Investment Advisory Services
North Carolina
$9.68M +$199K +1,745 +2%
RBC
314
Romano Brothers & Co
Illinois
$9.68M -$416K -3,646 -4%
AIMC
315
Alley Investment Management Company
Illinois
$9.4M +$67.3K +590 +0.8%
WA
316
Waverly Advisors
Alabama
$9.33M +$987K +8,655 +13%
CM
317
Churchill Management
California
$9.18M +$5.36K +47 +0.1%
WB
318
WesBanco Bank
West Virginia
$9.12M +$1.61M +14,161 +23%
PAG
319
Private Advisor Group
New Jersey
$9.11M -$138K -1,215 -2%
SCTC
320
Sanibel Captiva Trust Company
Florida
$9.02M -$179K -1,573 -2%
CNB
321
Camden National Bank
Maine
$8.91M -$192K -1,681 -2%
HWM
322
HB Wealth Management
Georgia
$8.88M +$466K +4,086 +6%
AG
323
Advocate Group
Minnesota
$8.87M -$369K -3,234 -4%
NEAM
324
New England Asset Management
Connecticut
$8.73M +$604K +5,300 +8%
KPWS
325
Kestra Private Wealth Services
Texas
$8.71M +$172K +1,506 +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.