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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
COPPSERS
51
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M +$1.32M +11,544 +0.8%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$170M +$18.4M +161,414 +13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$161M -$8.27M -72,516 -5%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$157M -$7.46M -65,428 -5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$157M -$45.7K -401 -0%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$156M -$27.7M -242,964 -16%
Bessemer Group
57
Bessemer Group
New Jersey
$150M -$7.78M -68,225 -5%
Empower Advisory Group
58
Empower Advisory Group
Colorado
$146M +$4.26M +37,399 +3%
AQR Capital Management
59
AQR Capital Management
Connecticut
$143M +$54M +473,745 +67%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$138M +$101M +885,900 +359%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$136M +$30.3M +265,479 +31%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$135M +$21.1M +184,891 +20%
Citigroup
63
Citigroup
New York
$134M +$66M +578,746 +111%
Ameriprise
64
Ameriprise
Minnesota
$132M +$14.1M +123,766 +13%
Mariner
65
Mariner
Kansas
$131M +$3.9M +34,205 +3%
ZIG
66
Zurich Insurance Group
Switzerland
$129M +$68.4M +600,271 +132%
Cohen & Steers
67
Cohen & Steers
New York
$125M -$172M -1,511,663 -60%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$124M +$1.83M +16,067 +2%
DPIM
69
Duff & Phelps Investment Management
Illinois
$122M +$12.8M +112,096 +13%
Principal Financial Group
70
Principal Financial Group
Iowa
$117M +$16.3K +143 +0%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$115M -$87.8M -770,630 -45%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$112M +$27.5K +241 +0%
GLA
73
Great Lakes Advisors
Illinois
$112M -$24.5M -214,868 -19%
OAC
74
OMERS Administration Corp
Ontario, Canada
$109M +$98.4M +863,453 +2,682%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$2.2M -19,313 -2%

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.