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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
CGH
451
Crossmark Global Holdings
Texas
$5.14M -$31K -272 -0.6%
SFA
452
Semmax Financial Advisors
North Carolina
$5.1M +$75.1K +659 +2%
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$5.09M +$11.4K +100 +0.2%
SIG
454
Sky Investment Group
Connecticut
$5.07M +$25.1K +220 +0.5%
HIC
455
Holderness Investments Company
North Carolina
$5.02M +$38.6K +339 +0.8%
SAM
456
Securian Asset Management
Minnesota
$5M -$56.1K -492 -1%
RCYC
457
Richard C. Young & Co
Rhode Island
$5M +$140K +1,225 +3%
SPG
458
Strategic Planning Group
Utah
$4.99M +$353K +3,098 +8%
NPT
459
Nixon Peabody Trust
Massachusetts
$4.98M +$33.1K +290 +0.7%
LIM
460
Leavell Investment Management
Alabama
$4.96M -$27.2K -239 -0.6%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$4.96M -$157K -1,377 -3%
SP
462
Stablepoint Partners
Massachusetts
$4.93M +$40.4K +354 +0.9%
PGFC
463
Peapack-Gladstone Financial Corp
New Jersey
$4.93M -$50.6K -444 -1%
SW
464
SteelPeak Wealth
California
$4.91M +$1.35M +11,823 +42%
PWP
465
Principle Wealth Partners
Connecticut
$4.91M -$180K -1,576 -4%
CPL
466
Capital & Planning LLC
Georgia
$4.86M +$391K +3,426 +9%
EMPI
467
Elo Mutual Pension Insurance
Finland
$4.85M -$3.5M -30,682 -44%
RFC
468
Regions Financial Corp
Alabama
$4.85M -$122K -1,067 -3%
OAM
469
Occidental Asset Management
California
$4.83M +$305K +2,675 +7%
VWMG
470
Virginia Wealth Management Group
Virginia
$4.77M -$27.2K -239 -0.6%
MA
471
MONECO Advisors
Connecticut
$4.74M -$13K -114 -0.3%
PCA
472
Providence Capital Advisors
North Carolina
$4.73M +$94.3K +827 +2%
CFC
473
Cincinnati Financial Corp
Ohio
$4.73M
FBT
474
First Bank & Trust
South Dakota
$4.68M -$105K -920 -2%
TSW
475
Thompson Siegel & Walmsley
Virginia
$4.66M

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.