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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
BCV
526
Banque Cantonale Vaudoise
Switzerland
$3.96M +$3.7M +32,499 New
SIC
527
Salem Investment Counselors
North Carolina
$3.96M -$838K -7,348 -18%
SSWG
528
Seven Springs Wealth Group
Tennessee
$3.93M -$550K -4,826 -13%
FB
529
Fulton Bank
Pennsylvania
$3.92M -$54.1K -475 -1%
GCA
530
Greenwood Capital Associates
South Carolina
$3.9M +$104K +912 +3%
CT
531
Caldwell Trust
Florida
$3.89M -$60.4K -530 -2%
B
532
Bailard
California
$3.88M -$13.9K -122 -0.4%
SB
533
Simmons Bank
Arkansas
$3.87M -$233K -2,048 -6%
AWA
534
Arkadios Wealth Advisors
Georgia
$3.85M +$2.14M +18,781 +147%
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$3.84M +$314K +2,752 +10%
SCA
536
Snowden Capital Advisors
New York
$3.84M +$192K +1,688 +6%
CA
537
Carson Advisory
Georgia
$3.83M -$24.7K -217 -0.7%
PI
538
PFG Investments
New York
$3.83M +$17.7K +155 +0.5%
HWAM
539
Hennion & Walsh Asset Management
New Jersey
$3.81M +$214K +1,874 +6%
DW30
540
Drucker Wealth 3.0
New Jersey
$3.78M -$314K -2,754 -8%
LA
541
Lynch & Associates
Indiana
$3.77M -$48.8K -428 -1%
SCM
542
Schnieders Capital Management
California
$3.77M -$194K -1,700 -5%
WSFS
543
Wilmington Savings Fund Society
Delaware
$3.77M -$54K -474 -2%
ACM
544
Argyle Capital Management
Pennsylvania
$3.77M +$6.84K +60 +0.2%
TSWM
545
Triangle Securities Wealth Management
North Carolina
$3.76M +$26.8K +235 +0.8%
SGC
546
Slocum, Gordon & Co
Rhode Island
$3.76M
IWC
547
Integrated Wealth Concepts
Massachusetts
$3.75M +$64.1K +562 +2%
GAG
548
Goodman Advisory Group
Massachusetts
$3.74M -$258K -2,260 -7%
CA
549
Cornerstone Advisors
North Carolina
$3.73M -$695K -6,100 -17%
CCT
550
Chemung Canal Trust
New York
$3.73M +$1.86M +16,321 +114%

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.