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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
IWM
726
IHT Wealth Management
Illinois
$2.15M -$189K -1,655 -9%
TCMG
727
TSP Capital Management Group
New Jersey
$2.15M +$798 +7 +0%
MSA
728
Marino Stram & Associates
Massachusetts
$2.13M +$6.16K +54 +0.3%
CPIA
729
Cornell Pochily Investment Advisors
New York
$2.13M -$1.37K -12 -0.1%
CAMV
730
Concord Asset Management (Virginia)
Virginia
$2.12M +$1.39M +12,153 +228%
SG
731
StoneX Group
New York
$2.11M +$140K +1,229 +8%
PTP
732
Platform Technology Partners
New York
$2.11M +$53.2K +467 +3%
VFA
733
Valeo Financial Advisors
Indiana
$2.11M -$236K -2,068 -11%
WS
734
Wedbush Securities
California
$2.1M +$33.2K +291 +2%
WBC
735
Westpac Banking Corp
Australia
$2.1M -$5.24K -46 -0.3%
WWM
736
Wolff Wiese Magana
California
$2.09M +$51.5K +452 +3%
OHWP
737
Oak Harbor Wealth Partners
North Carolina
$2.08M +$167K +1,466 +9%
BBVA
738
Banco Bilbao Vizcaya Argentaria
Spain
$2.08M -$10.4K -91 -0.5%
LCOV
739
London Company of Virginia
Virginia
$2.07M
RA
740
RFG Advisory
Alabama
$2.06M +$242K +2,127 +14%
FA
741
Fiduciary Alliance
South Carolina
$2.06M +$154K +1,352 +9%
SP
742
SWS Partners
Ohio
$2.04M -$69.4K -609 -4%
MHI
743
Miller Howard Investments
New York
$2.03M +$154K +1,350 +9%
RC
744
Randolph Company
Ohio
$2.03M -$152K -1,331 -7%
MYAM
745
Meiji Yasuda Asset Management
Japan
$2.02M +$7.75K +68 +0.4%
MMPW
746
Mitchell McLeod Pugh & Williams
Alabama
$2.02M +$18.4K +161 +1%
STA
747
Summit Trail Advisors
New York
$2.02M +$312K +2,734 +20%
HDIM
748
Hanson & Doremus Investment Management
Vermont
$2M +$183K +1,603 +11%
CRC
749
Curi RMB Capital
Illinois
$2M +$111K +971 +6%
HAM
750
Harmony Asset Management
Arizona
$1.99M +$67.6K +593 +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.