We are live on ! Find out more
DUK icon

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
DWP
476
Daymark Wealth Partners
Ohio
$4.66M -$88.7K -778 -2%
Lido Advisors
477
Lido Advisors
California
$4.62M +$545K +4,781 +14%
TA
478
Townsend & Associates
Colorado
$4.62M -$177K -1,554 -4%
AHIA
479
Andrew Hill Investment Advisors
Florida
$4.61M +$3.32M +29,153 +339%
BFA
480
Bragg Financial Advisors
North Carolina
$4.59M +$87.4K +767 +2%
Lazard Asset Management
481
Lazard Asset Management
New York
$4.59M +$685K +6,012 +19%
GS
482
GWN Securities
Florida
$4.58M +$2.33M +20,443 +119%
LFAS
483
Level Four Advisory Services
Texas
$4.55M +$538K +4,719 +14%
MCM
484
MAI Capital Management
Ohio
$4.53M -$12.7K -111 -0.3%
TMAM
485
Tokio Marine Asset Management
Japan
$4.53M +$136K +1,194 +3%
TI
486
Trexquant Investment
Connecticut
$4.51M +$4.21M +36,954 New
CAG
487
Csenge Advisory Group
Florida
$4.48M +$207K +1,818 +5%
N
488
Natixis
France
$4.43M +$4.16M +36,468 New
IA
489
IFG Advisory
Georgia
$4.41M +$199K +1,744 +5%
Nisa Investment Advisors
490
Nisa Investment Advisors
Missouri
$4.4M -$153K -1,342 -4%
MSRPS
491
Maryland State Retirement & Pension System
Maryland
$4.4M -$625K -5,486 -13%
SAM
492
Strategy Asset Managers
California
$4.4M +$101K +884 +3%
NMERB
493
New Mexico Educational Retirement Board
New Mexico
$4.4M -$79.8K -700 -2%
PAM
494
Pegasus Asset Management
New York
$4.38M +$155K +1,357 +4%
SCM
495
Shelton Capital Management
Colorado
$4.37M -$79.8K -700 -2%
SFA
496
Sequoia Financial Advisors
Ohio
$4.37M +$8.32K +73 +0.2%
PS
497
Principal Securities
Iowa
$4.32M +$9.35K +82 +0.2%
TCM
498
Twin Capital Management
Pennsylvania
$4.3M -$86.2K -756 -2%
TCOT
499
Trust Company of Toledo
Ohio
$4.26M +$871K +7,637 +28%
BTI
500
Blue Trust Inc
Georgia
$4.24M +$104K +909 +3%

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.