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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
Federated Hermes
26
Federated Hermes
Pennsylvania
$424M +$30.9M +271,125 +8%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$421M -$8.62M -75,608 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$390M +$23.8M +209,183 +7%
Barclays
29
Barclays
United Kingdom
$332M +$173M +1,518,823 +126%
American Century Companies
30
American Century Companies
Missouri
$323M -$118M -1,038,431 -28%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$321M +$26M +228,052 +10%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$319M -$40.8M -357,523 -12%
Macquarie Group
33
Macquarie Group
Australia
$310M -$55M -482,291 -16%
Amundi
34
Amundi
France
$309M +$124K +1,092 +0%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$275M -$22.9M -201,081 -8%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$275M -$6.28M -55,127 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$266M -$319K -2,800 -0.1%
CWP
38
Capital Wealth Planning
Florida
$265M +$11.8M +103,838 +5%
CCM
39
Cullen Capital Management
New York
$258M -$2.95M -25,882 -1%
First Trust Advisors
40
First Trust Advisors
Illinois
$251M +$44.8M +393,055 +24%
National Pension Service
41
National Pension Service
South Korea
$244M +$14.9M +131,151 +7%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$237M +$5.48M +48,052 +3%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$228M +$1.64M +14,397 +0.8%
LPL Financial
44
LPL Financial
California
$220M +$17.2M +150,856 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$203M +$30.2M +265,206 +19%
Deutsche Bank
46
Deutsche Bank
Germany
$195M +$10.3M +89,924 +6%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$193M +$12.2M +107,215 +7%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$188M +$2.94M +25,775 +2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$186M -$7.54M -66,137 -4%
ZP
50
Zimmer Partners
New York
$184M -$58.8M -515,971 -25%

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.