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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
CLGM
351
Capitolis Liquid Global Markets
New York
$7.67M +$7.17M +62,900 New
Arrowstreet Capital
352
Arrowstreet Capital
Massachusetts
$7.63M -$42M -368,097 -85%
SLAM
353
Swiss Life Asset Management
$7.63M +$1.41M +12,381 +25%
PFS
354
Prospera Financial Services
Texas
$7.63M -$487K -4,276 -6%
MSU
355
Mizuho Securities USA
New York
$7.58M -$1.26M -11,080 -15%
WTB
356
Washington Trust Bank
Washington
$7.56M +$189K +1,658 +3%
GI
357
GLOBALT Investments
Georgia
$7.47M +$49.6K +435 +0.7%
WF
358
Welch & Forbes
Massachusetts
$7.45M -$158K -1,385 -2%
OHIS
359
Oak Harvest Investment Services
Texas
$7.39M +$32K +281 +0.5%
BA
360
BCM Advisors
Louisiana
$7.34M
RC
361
Resolution Capital
Australia
$7.32M +$485K +4,255 +8%
EP
362
Edgestream Partners
New Jersey
$7.29M +$6.44M +56,524 +1,742%
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$7.28M +$277K +2,432 +4%
KBC Group
364
KBC Group
Belgium
$7.27M -$350K -3,068 -5%
CSP
365
Cary Street Partners
Virginia
$7.21M +$3.26M +28,636 +94%
CIA
366
Capital Investment Advisors
Georgia
$7.19M +$157K +1,376 +2%
SC
367
Savant Capital
Illinois
$7.14M -$2.87M -25,197 -30%
GFM
368
GF Fund Management
China
$7.09M +$171K +1,502 +3%
CT
369
Colonial Trust
South Carolina
$7.08M +$128K +1,127 +2%
VLKIM
370
Van Lanschot Kempen Investment Management
Netherlands
$7.03M -$4.31M -37,839 -40%
PFA
371
Pathway Financial Advisers
Indiana
$7.02M -$89K -781 -1%
AFWM
372
AMJ Financial Wealth Management
Virginia
$7M +$6.54M +57,375 New
NIM
373
NEOS Investment Management
Connecticut
$6.96M +$1.18M +10,395 +22%
Brown Advisory
374
Brown Advisory
Maryland
$6.94M -$196K -1,717 -3%
FFA
375
Founders Financial Alliance
North Carolina
$6.77M +$144K +1,267 +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.