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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
GH
776
GAM Holding
Switzerland
$1.87M +$1.75M +15,349 New
CC
777
Courier Capital
New York
$1.87M -$11.7K -103 -0.7%
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$1.86M -$723K -6,346 -29%
CWS
779
Confluence Wealth Services
Pennsylvania
$1.86M +$5.13K +45 +0.3%
QI
780
Qtron Investments
Massachusetts
$1.85M +$168K +1,473 +11%
HI
781
Horizon Investments
North Carolina
$1.85M +$72.5K +636 +4%
AIA
782
Armor Investment Advisors
North Carolina
$1.85M -$43.3K -380 -2%
EWA
783
Exencial Wealth Advisors
Oklahoma
$1.84M -$48.6K -426 -3%
TI
784
Tidal Investments
Wisconsin
$1.84M -$1.07M -9,403 -38%
PNC
785
Park National Corp
Ohio
$1.84M -$146K -1,278 -8%
NWM
786
Northcape Wealth Management
New York
$1.83M +$148K +1,298 +9%
WWMSC
787
Wagner Wealth Management (South Carolina)
South Carolina
$1.83M +$26.1K +229 +2%
LWA
788
Lineweaver Wealth Advisors
Ohio
$1.82M +$149K +1,307 +10%
MGWM
789
Marks Group Wealth Management
Minnesota
$1.82M +$23.9K +210 +1%
CG
790
Caprock Group
Idaho
$1.81M +$344K +3,014 +25%
BSA
791
Bull Street Advisors
Georgia
$1.81M -$13.1K -115 -0.8%
FCB
792
First County Bank
Connecticut
$1.81M -$59.2K -519 -3%
NI
793
Nepsis Inc
Minnesota
$1.8M -$4.7M -41,196 -74%
PPW
794
Parcion Private Wealth
Washington
$1.8M
NSEDCP
795
NJ State Employees Deferred Compensation Plan
New Jersey
$1.8M
PWP
796
Private Wealth Partners
California
$1.79M -$42.7K -375 -2%
MAS
797
Meeder Advisory Services
Ohio
$1.79M +$189K +1,658 +13%
AFG
798
Atomi Financial Group
New York
$1.78M +$152K +1,337 +10%
EARNEST Partners
799
EARNEST Partners
Georgia
$1.78M -$27.5K -241 -2%
WDG
800
Wealth Dimensions Group
Ohio
$1.76M -$6.38K -56 -0.4%

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.