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Duke Energy
DUK

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: 23 → 30 (+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: 2,200 → 2,265 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
3
Raymond James Financial
Raymond James Financial
Florida
+$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$191M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$214M
2
Cohen & Steers
Cohen & Steers
New York
-$172M
3
ECM
ExodusPoint Capital Management
New York
-$164M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$143M
5
American Century Companies
American Century Companies
Missouri
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
626
Empowered Funds
Pennsylvania
$2.83M +$433K +3,797 +20%
IA
627
IFP Advisors
Florida
$2.82M -$47.2K -414 -2%
GS
628
GTS Securities
New York
$2.8M +$2.08M +18,280 +389%
RMC
629
Resources Management Corp
Connecticut
$2.8M -$1.82K -16 -0.1%
WCAMG
630
Woodard & Company Asset Management Group
North Carolina
$2.78M +$182K +1,600 +8%
KTC
631
Kentucky Trust Company
Kentucky
$2.78M -$3.42K -30 -0.1%
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M +$1.14M +10,022 +79%
WANY
633
Wealthspire Advisors (New York)
New York
$2.78M -$157K -1,377 -6%
SFS
634
Stiles Financial Services
Minnesota
$2.76M +$8.44K +74 +0.3%
ISB
635
Iowa State Bank
Iowa
$2.76M -$184K -1,617 -7%
BTC
636
Bank & Trust Company
Illinois
$2.76M -$72.8K -639 -3%
EWM
637
Empirical Wealth Management
Washington
$2.76M +$2.11M +18,488 +449%
VIM
638
Vinva Investment Management
Australia
$2.75M +$118K +1,036 +5%
MMHP
639
Murphy Middleton Hinkle & Parker
Georgia
$2.75M -$684 -6 -0%
CFD
640
Creative Financial Designs
Indiana
$2.74M +$2.62K +23 +0.1%
KRSITF
641
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.74M -$291K -2,557 -10%
LDB
642
Lee, Danner & Bass
Tennessee
$2.74M -$91.2K -800 -3%
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$2.73M -$9.69K -85 -0.4%
CC
644
Cornerstone Capital
California
$2.73M -$25.3K -222 -1%
DWM
645
Dakota Wealth Management
Florida
$2.71M -$7.98K -70 -0.3%
BCP
646
Berkeley Capital Partners
Georgia
$2.68M +$114K +996 +5%
SB
647
Strategic Blueprint
Georgia
$2.67M +$135K +1,183 +6%
Holocene Advisors
648
Holocene Advisors
New York
$2.67M -$926K -8,122 -27%
DZ Bank
649
DZ Bank
Germany
$2.65M +$2.35M +20,604 +1,823%
HI
650
Harbour Investments
Wisconsin
$2.65M +$63.7K +559 +3%
24 25
26
27 28

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.