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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
MIM
501
Marco Investment Management
Georgia
$4.21M -$17.4K -153 -0.4%
SYBT
502
Stock Yards Bank & Trust
Kentucky
$4.19M -$106K -929 -3%
BG
503
Bahl & Gaynor
Ohio
$4.17M +$180K +1,577 +5%
SAMC
504
Spectrum Asset Management (California)
California
$4.17M -$13.5K -118 -0.3%
MCB
505
Morton Community Bank
Illinois
$4.17M +$41.1K +361 +1%
NB
506
Norinchukin Bank
Japan
$4.17M +$447K +3,920 +13%
FDP
507
Financiere des Professionnels
Quebec, Canada
$4.14M -$161K -1,411 -4%
IIM
508
INTECH Investment Management
Florida
$4.14M +$1.01M +8,872 +35%
LCM
509
Logan Capital Management
Pennsylvania
$4.14M +$1.37K +12 +0%
LSA
510
L & S Advisors
California
$4.13M +$15K +132 +0.4%
RIL
511
Rothschild Investment LLC
Illinois
$4.11M +$159K +1,395 +4%
CC
512
Constitution Capital
Connecticut
$4.07M +$245K +2,150 +7%
FWP
513
FAS Wealth Partners
Kansas
$4.07M +$138K +1,210 +4%
PA
514
Pinnacle Associates
New York
$4.06M -$182K -1,599 -5%
TAM
515
Townsend Asset Management
North Carolina
$4.06M +$104K +912 +3%
CAM
516
Close Asset Management
United Kingdom
$4.05M -$22.8K -200 -0.6%
AUB
517
Atlantic Union Bankshares
Virginia
$4.04M -$128K -1,119 -3%
RFM
518
Royal Fund Management
Florida
$4.04M -$13.5K -118 -0.4%
PT
519
Plimoth Trust
Massachusetts
$4.03M +$110K +966 +3%
NS
520
NBC Securities
Alabama
$4.02M +$3.75M +32,929 +109,763%
FNB
521
Farmers National Bank
Kentucky
$4.02M +$358K +3,143 +11%
AAIM
522
American Assets Investment Management
California
$3.98M
SFS
523
Sowell Financial Services
Arkansas
$3.98M +$50.7K +445 +1%
AWM
524
Axxcess Wealth Management
California
$3.97M +$32.7K +287 +0.9%
Credit Agricole
525
Credit Agricole
France
$3.96M -$6.36M -55,839 -63%

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.