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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
CPIG
426
Chicago Partners Investment Group
Illinois
$5.63M +$104K +911 +2%
Marshall Wace
427
Marshall Wace
United Kingdom
$5.61M -$22.8M -199,647 -81%
WCM
428
Whitener Capital Management
North Carolina
$5.58M +$181K +1,591 +4%
BEI
429
Benjamin Edwards Inc
Missouri
$5.57M -$2.72M -23,903 -34%
AIMCA
430
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.56M
CIA
431
Concurrent Investment Advisors
Florida
$5.53M +$331K +2,905 +7%
WA
432
Wasatch Advisors
Utah
$5.52M -$901K -7,900 -15%
UCFA
433
United Capital Financial Advisors
Texas
$5.49M +$257K +2,254 +5%
TCM
434
Tufton Capital Management
Maryland
$5.47M +$66.2K +581 +1%
BRM
435
Boston Research & Management
Massachusetts
$5.43M -$164K -1,435 -3%
JHCP
436
Jackson Hole Capital Partners
Oklahoma
$5.43M -$95.3K -836 -2%
SPC
437
Sigma Planning Corp
Michigan
$5.39M -$262K -2,297 -5%
HCMT
438
Highland Capital Management (Tennessee)
Tennessee
$5.39M -$48.1K -422 -0.9%
BFG
439
Beacon Financial Group
Texas
$5.36M -$309K -2,710 -6%
KWM
440
Kingsview Wealth Management
Oregon
$5.35M +$33.5K +294 +0.7%
GIBU
441
Gulf International Bank (UK)
United Kingdom
$5.35M -$2.02M -17,738 -29%
SWP
442
Stratos Wealth Partners
Ohio
$5.34M -$321K -2,820 -6%
AAM
443
Advisors Asset Management
Colorado
$5.24M +$164K +1,442 +3%
AMIM
444
Aull & Monroe Investment Management
Alabama
$5.24M +$242K +2,126 +5%
AWM
445
Apollon Wealth Management
South Carolina
$5.23M +$151K +1,327 +3%
ACM
446
AlphaStar Capital Management
North Carolina
$5.22M +$326K +2,861 +7%
MFG
447
Merit Financial Group
Georgia
$5.21M +$1.11M +9,730 +30%
GWMIA
448
Global Wealth Management Investment Advisory
Florida
$5.2M +$78.4K +688 +2%
Vontobel Holding
449
Vontobel Holding
Switzerland
$5.19M +$61.4K +539 +1%
CL
450
Choreo LLC
Illinois
$5.18M -$259K -2,270 -5%

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.