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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
FHWM
576
Fox Hill Wealth Management
Massachusetts
$3.3M +$105K +920 +4%
PFM
577
Premier Fund Managers
United Kingdom
$3.28M -$285K -2,500 -8%
WG
578
Wealth Group
North Carolina
$3.27M +$447K +3,921 +17%
HH
579
Hilltop Holdings
Texas
$3.26M +$63K +553 +2%
ONSWM
580
Old North State Wealth Management
North Carolina
$3.25M +$144K +1,261 +5%
EF
581
Empirical Finance
Pennsylvania
$3.24M +$49.9K +438 +2%
RP
582
Rowlandmiller & Partners
Georgia
$3.24M +$38.6K +339 +1%
VA
583
Vident Advisory
Georgia
$3.21M +$1.27M +11,135 +73%
SIG
584
Stonegate Investment Group
Alabama
$3.21M +$226K +1,984 +8%
FSA
585
Franklin Street Advisors
North Carolina
$3.2M -$12.5K -110 -0.4%
BFG
586
Bleakley Financial Group
New Jersey
$3.18M +$200K +1,758 +7%
MCM
587
Mill Capital Management
North Carolina
$3.17M +$114 +1 +0%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$3.16M +$258K +2,259 +10%
VNIM
589
Vaughan Nelson Investment Management
Texas
$3.15M
TL
590
Tradewinds LLC
North Carolina
$3.15M +$1.25K +11 +0%
DAS
591
Dynamic Advisor Solutions
Arizona
$3.12M +$98.7K +866 +4%
EH
592
Equitable Holdings
New York
$3.11M +$312K +2,733 +12%
LOPW
593
Live Oak Private Wealth
North Carolina
$3.11M +$52K +456 +2%
WP
594
WealthShield Partners
North Carolina
$3.09M +$665K +5,837 +30%
ET
595
Equitable Trust
Tennessee
$3.08M -$9.69K -85 -0.3%
MOS
596
MGO One Seven
Ohio
$3.05M -$72.8K -639 -2%
ECM
597
Everence Capital Management
Indiana
$3.05M
DFCM
598
Dark Forest Capital Management
Puerto Rico
$3.04M +$2.84M +24,953 New
CA
599
Cullinan Associates
Kentucky
$3.04M -$186K -1,629 -6%
AF
600
Apollon Financial
South Carolina
$3.03M -$56.8K -498 -2%

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.