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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
SP
676
Successful Portfolios
Florida
$2.4M
HVIA
677
Hudson Valley Investment Advisors
New York
$2.4M +$387K +3,391 +21%
LA
678
LVW Advisors
New York
$2.4M +$107K +938 +5%
ATPW
679
Ashton Thomas Private Wealth
Arizona
$2.39M +$216K +1,892 +11%
GT
680
Glenview Trust
Kentucky
$2.37M +$28.2K +247 +1%
AAMA
681
Advanced Asset Management Advisors
Ohio
$2.36M
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$2.36M -$261K -2,294 -11%
HCA
683
Harbor Capital Advisors
Illinois
$2.35M -$21.4K -188 -1%
LWL
684
Leo Wealth LLC
Texas
$2.35M -$396K -3,471 -15%
GT
685
Greenleaf Trust
Michigan
$2.34M +$52.2K +458 +2%
CAC
686
Certified Advisory Corp
Florida
$2.34M -$17.3K -152 -0.8%
MWA
687
MFA Wealth Advisors
Pennsylvania
$2.34M +$50K +439 +2%
PMWMG
688
Parr McKnight Wealth Management Group
Minnesota
$2.33M +$75.6K +663 +4%
MA
689
Mutual Advisors
Nebraska
$2.32M -$193K -1,690 -8%
TAIM
690
Te Ahumairangi Investment Management
New Zealand
$2.31M -$171K -1,500 -7%
VF
691
Vest Financial
Virginia
$2.31M +$914K +8,015 +73%
NG
692
Norden Group
Utah
$2.3M +$30K +263 +1%
AAS
693
Ameritas Advisory Services
Nebraska
$2.29M -$24.5K -215 -1%
CLOS
694
Compagnie Lombard Odier SCmA
Switzerland
$2.29M -$114K -1,000 -5%
GLA
695
Good Life Advisors
Pennsylvania
$2.28M +$1.14K +10 +0.1%
FIA
696
Foundations Investment Advisors
Arizona
$2.28M -$64.6K -567 -3%
FFA
697
Farther Finance Advisors
California
$2.28M +$698K +6,120 +48%
DIP
698
Davis Investment Partners
North Carolina
$2.26M +$1.25K +11 +0.1%
SMC
699
Smith, Moore & Co
Missouri
$2.26M -$54.7K -480 -3%
SGCA
700
Steel Grove Capital Advisors
Tennessee
$2.26M +$73.1K +641 +4%

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.