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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
PA
551
Profund Advisors
Maryland
$3.73M -$1.27M -11,160 -27%
SWP
552
Sagespring Wealth Partners
Tennessee
$3.72M +$692K +6,069 +25%
PFS
553
Physicians Financial Services
North Carolina
$3.7M +$1.23M +10,788 +55%
CCM
554
Cohen Capital Management
California
$3.68M
SFP
555
Shepherd Financial Partners
Massachusetts
$3.66M +$142K +1,246 +4%
AWM
556
AE Wealth Management
Kansas
$3.66M +$153K +1,346 +5%
BPC
557
Banque Pictet & Cie
Switzerland
$3.66M
CCG
558
Cypress Capital Group
Florida
$3.59M +$1.12M +9,815 +50%
EWA
559
EP Wealth Advisors
California
$3.54M +$52.9K +464 +2%
EFMC
560
Empire Financial Management Company
New York
$3.47M +$202K +1,770 +7%
TYCC
561
Texas Yale Capital Corp
Florida
$3.46M -$10.7K -94 -0.3%
FFP
562
FourThought Financial Partners
Florida
$3.45M +$437K +3,836 +16%
AG
563
Ascent Group
Virginia
$3.42M +$473K +4,146 +17%
TCWA
564
Turtle Creek Wealth Advisors
Texas
$3.42M +$3.2M +28,062 New
AMG
565
Advisors Management Group
Wisconsin
$3.4M -$25.3K -222 -0.8%
SFG
566
SevenBridge Financial Group
Pennsylvania
$3.39M +$730K +6,405 +28%
SW
567
SVB Wealth
Massachusetts
$3.38M +$795K +6,978 +34%
FNBOO
568
First National Bank of Omaha
Nebraska
$3.37M -$47.9K -420 -1%
MA
569
Montag & Associates
Georgia
$3.37M -$146K -1,284 -4%
SSWM
570
Sheets Smith Wealth Management
North Carolina
$3.36M +$9.69K +85 +0.3%
BCM
571
Birmingham Capital Management
Alabama
$3.34M -$255K -2,241 -8%
GCC
572
Guardian Capital (Canada)
Ontario, Canada
$3.33M
PCIA
573
Prime Capital Investment Advisors
Kansas
$3.32M -$195K -1,712 -6%
HAG
574
HighPoint Advisor Group
Illinois
$3.31M +$109K +960 +4%
CA
575
CGN Advisors
Kansas
$3.3M +$298K +2,610 +11%

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.