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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
EWM
601
Evercore Wealth Management
New York
$3.03M -$16.8K -147 -0.6%
UCB
602
United Community Bank
South Carolina
$3.03M +$2.05M +18,020 +265%
NGA
603
Naples Global Advisors
Florida
$3.02M -$80.4K -705 -3%
RIA
604
Regal Investment Advisors
Michigan
$3.02M -$729K -6,397 -21%
NMIMC
605
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M +$17.7K +155 +0.6%
CV
606
Counterweight Ventures
North Carolina
$3M +$53.7K +471 +2%
CWM
607
Congress Wealth Management
Massachusetts
$3M +$1.79M +15,682 +154%
SIC
608
Shoker Investment Counsel
Ohio
$2.99M +$67.5K +592 +2%
APC
609
Aspire Private Capital
North Carolina
$2.98M -$39.3K -345 -1%
OQS
610
Occudo Quantitative Strategies
Florida
$2.98M +$1.83M +16,082 +181%
JFL
611
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.97M -$57K -500 -2%
OCM
612
Orleans Capital Management
Louisiana
$2.96M +$11.3K +99 +0.4%
AC
613
Allstate Corporation
Illinois
$2.91M +$92.7K +813 +4%
AA
614
ABC Arbitrage
France
$2.9M +$2.71M +23,748 New
ONST
615
Old North State Trust
North Carolina
$2.9M
HFBOT
616
Home Federal Bank of Tennessee
Tennessee
$2.88M
SBH
617
Segall Bryant & Hamill
Illinois
$2.88M
SSA
618
Schonfeld Strategic Advisors
New York
$2.87M -$2.32M -20,314 -46%
BBA
619
BLB&B Advisors
Pennsylvania
$2.87M -$47.6K -418 -2%
GW
620
Griffith & Werner
Georgia
$2.87M +$137K +1,204 +5%
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
$2.86M +$124K +1,092 +5%
KF
622
KKM Financial
Illinois
$2.86M +$84.8K +744 +3%
RB
623
Rodgers Brothers
Pennsylvania
$2.86M -$3.76K -33 -0.1%
HCM
624
Hall Capital Management
Rhode Island
$2.86M +$71.5K +627 +3%
FC
625
Forte Capital
New York
$2.83M +$64.9K +569 +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.