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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
Loomis, Sayles & Company
326
Loomis, Sayles & Company
Massachusetts
$8.69M +$2.16M +18,959 +36%
SC
327
SummitTX Capital
Texas
$8.68M +$8.11M +71,135 New
MHC
328
Meyer Handelman Company
New York
$8.61M -$571K -5,005 -7%
Rafferty Asset Management
329
Rafferty Asset Management
New York
$8.52M -$1.93M -16,900 -19%
RIM
330
Rakuten Investment Management
Japan
$8.46M +$8.07M +70,830 New
WCM
331
Windward Capital Management
California
$8.45M -$87.2K -765 -1%
GT
332
Glenmede Trust
Pennsylvania
$8.44M +$2.44M +21,439 +45%
BAMF
333
BI Asset Management Fondsmaeglerselskab
Denmark
$8.42M +$4.57M +40,089 +139%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$8.35M -$39M -342,098 -83%
SG Americas Securities
335
SG Americas Securities
New York
$8.33M +$3.56M +31,196 +84%
SA
336
Strategic Advisors
New York
$8.29M -$3.31K -29 -0%
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$8.13M +$50.2K +440 +0.7%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$8.1M +$137K +1,200 +2%
CCC
339
Cincinnati Casualty Company
Ohio
$8.09M
TA
340
Tectonic Advisors
Texas
$8.02M +$522K +4,583 +7%
PAS
341
Park Avenue Securities
New York
$8M +$380K +3,333 +5%
WP
342
Woodline Partners
California
$8M +$2.19M +19,169 +41%
MGP
343
Metis Global Partners
California
$7.98M +$857K +7,521 +13%
NC
344
NewSquare Capital
Pennsylvania
$7.94M -$39.2K -344 -0.5%
RIP
345
Reliant Investment Partners
North Carolina
$7.94M -$636K -5,577 -8%
ZBNA
346
Zions Bancorporation, National Association
Utah
$7.88M +$7.37M +64,646 New
CA
347
Commerzbank Aktiengesellschaft
Germany
$7.83M +$878K +7,699 +14%
FPB
348
First PREMIER Bank
South Dakota
$7.76M +$232K +2,031 +3%
APF
349
Alaska Permanent Fund
Alaska
$7.73M
PP
350
Patten & Patten
Tennessee
$7.7M -$56.3K -494 -0.8%

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.