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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
CHC
751
City Holding Co
West Virginia
$1.99M +$7.98K +70 +0.4%
RWB
752
RMR Wealth Builders
New Jersey
$1.99M +$79.1K +694 +4%
CK
753
Cohen Klingenstein
New York
$1.98M
JWM
754
Jeppson Wealth Management
California
$1.97M -$50.4K -442 -3%
First Manhattan
755
First Manhattan
New York
$1.97M -$111K -970 -6%
SCP
756
Stamos Capital Partners
California
$1.97M -$546K -4,790 -23%
EFS
757
Essex Financial Services
Connecticut
$1.96M +$109K +952 +6%
AA
758
Advisory Alpha
Michigan
$1.95M +$1.25K +11 +0.1%
BFS
759
Bradley Foster & Sargent
Connecticut
$1.95M -$1.03K -9 -0.1%
BCA
760
Bay Colony Advisors
Massachusetts
$1.94M +$60K +526 +3%
IAN
761
Integrated Advisors Network
Texas
$1.94M -$15.3K -134 -0.8%
MWM
762
Mission Wealth Management
California
$1.93M -$132K -1,155 -7%
BMSSC
763
B. Metzler seel. Sohn & Co
Germany
$1.93M
BI
764
Ballast Inc
Kentucky
$1.92M -$6.5K -57 -0.4%
PCG
765
Prosperity Consulting Group
Maryland
$1.92M -$78.8K -691 -4%
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$126K +1,109 +8%
FNT
767
First National Trust
Pennsylvania
$1.91M -$46.3K -406 -3%
SOAMC
768
Spirit of America Management Corp
New York
$1.9M +$51.3K +450 +3%
TIA
769
Trust Investment Advisors
Indiana
$1.9M +$222K +1,951 +14%
PTC
770
Private Trust Company
Ohio
$1.9M -$40.9K -359 -2%
HFM
771
Hartford Funds Management
Pennsylvania
$1.9M -$5.01K -44 -0.3%
GIC
772
Generali Investments CEE
Czech Republic
$1.89M
WA
773
WealthTrust Axiom
Pennsylvania
$1.89M -$34.1K -299 -2%
IAIM
774
International Assets Investment Management
Florida
$1.89M -$1.94K -17 -0.1%
RC
775
Rahlfs Capital
Texas
$1.88M -$3.42K -30 -0.2%

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.