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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
AI
376
Atria Investments
North Carolina
$6.74M +$24.4K +214 +0.4%
PCM
377
Parsons Capital Management
Rhode Island
$6.72M
Allianz Asset Management
378
Allianz Asset Management
Germany
$6.69M +$4.48M +39,342 +253%
KFP
379
KMG Fiduciary Partners
Ohio
$6.69M +$309K +2,715 +5%
DIA
380
Dean Investment Associates
Ohio
$6.68M -$648K -5,689 -9%
CCM
381
Coldstream Capital Management
Washington
$6.66M +$144K +1,259 +2%
PSP
382
Principal Street Partners
Tennessee
$6.62M +$219K +1,922 +4%
UM
383
UniSuper Management
Australia
$6.6M +$204K +1,794 +3%
TRCT
384
Tower Research Capital (TRC)
New York
$6.53M +$40.5K +355 +0.7%
CCP
385
Clough Capital Partners
Massachusetts
$6.51M +$741K +6,497 +14%
UBP
386
Union Bancaire Privee
Switzerland
$6.47M +$897K +7,866 +16%
ECM
387
Estabrook Capital Management
New York
$6.44M -$54.3K -476 -0.9%
ASN
388
Advisory Services Network
Georgia
$6.43M -$1.51M -13,257 -20%
KRS
389
Kentucky Retirement Systems
Kentucky
$6.43M -$40.6K -356 -0.7%
MDCM
390
Morgan Dempsey Capital Management
Wisconsin
$6.42M -$657K -5,761 -10%
Fayez Sarofim & Co
391
Fayez Sarofim & Co
Texas
$6.41M -$112K -986 -2%
PMG
392
ProVise Management Group
Florida
$6.41M -$45.5K -399 -0.8%
JIC
393
Johnson Investment Counsel
Ohio
$6.37M +$885K +7,765 +17%
BPA
394
Beacon Pointe Advisors
California
$6.37M +$42.9K +376 +0.7%
FTC
395
Farmers Trust Company
Ohio
$6.34M +$25K +219 +0.4%
ATC
396
Argent Trust Co
Tennessee
$6.34M -$74.8K -656 -1%
SCM
397
Sterling Capital Management
North Carolina
$6.33M -$663K -5,819 -10%
HEIP
398
Hudson Edge Investment Partners
New Jersey
$6.32M -$300K -2,630 -5%
SSWM
399
Smith Salley Wealth Management
North Carolina
$6.31M +$26.4K +232 +0.5%
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$6.3M -$3.38M -29,645 -36%

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.