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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
CWC
701
Carolinas Wealth Consulting
North Carolina
$2.25M -$1.27M -11,175 -38%
ANTB
702
AMG National Trust Bank
Colorado
$2.25M +$114K +1,004 +6%
LWA
703
Ledgewood Wealth Advisors
New Hampshire
$2.24M
AC
704
Asio Capital
Kentucky
$2.24M -$1.16M -10,184 -36%
CNBT
705
Canandaigua National Bank & Trust
New York
$2.23M -$85.3K -748 -4%
DCM
706
Donaldson Capital Management
Indiana
$2.22M +$493K +4,328 +31%
NHC
707
Nicholas Hoffman & Company
Georgia
$2.22M -$244K -2,141 -11%
1832 Asset Management
708
1832 Asset Management
Ontario, Canada
$2.22M -$798K -6,998 -28%
HFM
709
Hartford Financial Management
Connecticut
$2.22M
USAA
710
United Services Automobile Association
Texas
$2.21M
SFI
711
Siemens Fonds Invest
Germany
$2.2M -$16.3K -143 -0.8%
IIM
712
Ipswich Investment Management
Massachusetts
$2.19M +$24.5K +215 +1%
GLLW
713
Graves Light Lenhart Wealth
Virginia
$2.19M -$2.74K -24 -0.1%
MBTD
714
Mechanics Bank - Trust Department
California
$2.19M -$229K -2,011 -10%
MSAM
715
Moloney Securities Asset Management
Missouri
$2.18M -$200K -1,757 -9%
CBTWT
716
Community Bank & Trust (Waco, Texas)
Texas
$2.18M +$9.35K +82 +0.5%
VCA
717
Verdence Capital Advisors
Maryland
$2.18M -$9.35K -82 -0.5%
RCA
718
Ranch Capital Advisors
Florida
$2.17M +$166K +1,458 +9%
SIM
719
Stratos Investment Management
Ohio
$2.16M +$325K +2,849 +19%
AA
720
Argent Advisors
Louisiana
$2.16M +$41.4K +363 +2%
HWMO
721
Heritage Wealth Management (Ohio)
Ohio
$2.16M -$15.8K -139 -0.8%
OPA
722
Old Port Advisors
Maine
$2.16M -$9.23K -81 -0.5%
AIA
723
AssuredPartners Investment Advisors
Florida
$2.16M -$62.2K -546 -3%
S
724
SignatureFD
Georgia
$2.15M +$32.1K +282 +2%
WA
725
Wealth Alliance
New York
$2.15M +$23.5K +206 +1%

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.