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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
TPCW
401
TD Private Client Wealth
New York
$6.3M +$206K +1,808 +4%
BIAS
402
Beacon Investment Advisory Services
New Jersey
$6.26M +$437K +3,837 +8%
MCC
403
Money Concepts Capital
Florida
$6.26M +$334K +2,927 +6%
MC
404
Moors & Cabot
Massachusetts
$6.25M +$1.37K +12 +0%
PP
405
Prudential plc
United Kingdom
$6.21M -$2.09M -18,343 -26%
CA
406
Clearstead Advisors
Ohio
$6.2M +$944K +8,283 +19%
CIA
407
Covington Investment Advisors
Pennsylvania
$6.2M +$151K +1,325 +3%
BPAMU
408
BTG Pactual Asset Management US
New York
$6.16M -$5.98M -52,455 -51%
IC
409
IEQ Capital
California
$6.16M +$1.92M +16,871 +50%
EA
410
Ellsworth Advisors
Ohio
$6.1M +$63.9K +561 +1%
JPWM
411
Jamison Private Wealth Management
Georgia
$6.09M +$67.1K +589 +1%
FLI
412
Family Legacy Inc
South Carolina
$6.05M -$16.1K -141 -0.3%
OIA
413
OneDigital Investment Advisors
Kansas
$6M +$16K +140 +0.3%
EFIC
414
Eliot Finkel Investment Counsel
California
$5.99M -$71.8K -630 -1%
CTC
415
Central Trust Company
Missouri
$5.94M -$144K -1,262 -3%
SBWIC
416
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.93M -$176K -1,547 -3%
SC
417
SouthState Corp
Florida
$5.89M +$186K +1,628 +3%
BFA
418
Benedict Financial Advisors
Georgia
$5.88M +$56.9K +499 +1%
OL
419
one8zero8 LLC
North Carolina
$5.81M -$2M -17,554 -27%
RDWM
420
Red Door Wealth Management
Tennessee
$5.8M +$486K +4,263 +10%
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$5.77M -$30.3K -266 -0.6%
AssetMark Inc
422
AssetMark Inc
California
$5.77M +$1.03M +9,042 +24%
D.E. Shaw & Co
423
D.E. Shaw & Co
New York
$5.77M -$37.1M -325,319 -87%
QWM
424
Quadcap Wealth Management
Texas
$5.72M +$27K +237 +0.5%
PTC
425
Philadelphia Trust Company
Pennsylvania
$5.72M -$2.2M -19,302 -29%

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.