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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
WIA
651
World Investment Advisors
California
$2.62M +$199K +1,743 +9%
MIM
652
Marshall Investment Management
Colorado
$2.61M +$75.3K +661 +3%
AA
653
Armis Advisers
Georgia
$2.61M +$1.92M +16,828 +372%
HCP
654
Hardin Capital Partners
South Carolina
$2.59M +$32.5K +285 +1%
RP
655
Rice Partnership
Hawaii
$2.58M +$2.41M +21,176 New
CWMS
656
Cannon Wealth Management Services
North Carolina
$2.58M +$175K +1,536 +8%
CWG
657
Cornerstone Wealth Group
North Carolina
$2.57M +$26.6K +233 +1%
DGM
658
Delta Global Management
New York
$2.55M +$2.39M +20,926 New
PMIA
659
Patrick Mauro Investment Advisor
Illinois
$2.55M -$110K -968 -4%
HA
660
Hamel Associates
New Jersey
$2.55M +$160K +1,408 +7%
WC
661
Wexford Capital
Florida
$2.55M -$4.73M -41,504 -67%
EGM
662
Engineers Gate Manager
New York
$2.54M -$15.4M -134,693 -87%
TT
663
TI-Trust
Illinois
$2.54M – – –
MWM
664
Modera Wealth Management
New Jersey
$2.52M -$113K -989 -5%
MRP
665
Measured Risk Portfolios
California
$2.52M -$29.3K -257 -1%
AW
666
Apricus Wealth
South Carolina
$2.52M +$70.1K +615 +3%
VRM
667
Vectors Research Management
New York
$2.5M +$48.3K +424 +2%
DA
668
Dover Advisors
Virginia
$2.5M +$798K +7,002 +52%
KWA
669
Kingswood Wealth Advisors
California
$2.49M +$10.9K +96 +0.5%
ACM
670
Adalta Capital Management
New York
$2.49M – – –
CCP
671
Clarkston Capital Partners
Michigan
$2.47M -$2.28K -20 -0.1%
JIP
672
Jaffetilchin Investment Partners
Florida
$2.46M -$5.47K -48 -0.2%
USWG
673
U.S. Wealth Group
New York
$2.46M -$72.3K -634 -3%
BBHC
674
Brown Brothers Harriman & Co
New York
$2.44M -$102K -896 -4%
TWC
675
TD Waterhouse Canada
Ontario, Canada
$2.41M +$1.05M +9,222 +37%
25 26
27
28 29

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.