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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
SAM
801
Smartleaf Asset Management
Massachusetts
$1.76M +$303K +2,660 +22%
MIS
802
Morningstar Investment Services
Illinois
$1.75M -$2.03M -17,843 -55%
CWM
803
Cornerstone Wealth Management
Missouri
$1.74M +$25.5K +224 +2%
Luther King Capital Management (LKCM)
804
Luther King Capital Management (LKCM)
Texas
$1.74M -$96.3K -845 -6%
GAM
805
Grandview Asset Management
Pennsylvania
$1.72M +$9.8K +86 +0.6%
PWW
806
Pettyjohn Wood & White
Virginia
$1.72M -$252K -2,214 -14%
CAM
807
Cresset Asset Management
Illinois
$1.72M -$22.2K -195 -1%
NAM
808
NTV Asset Management
West Virginia
$1.71M -$146K -1,277 -8%
PFT
809
Providence First Trust
Arizona
$1.71M -$66.9K -587 -4%
MWM
810
Meridian Wealth Management
Kentucky
$1.71M +$38.8K +340 +2%
CFB
811
Cullen/Frost Bankers
Texas
$1.71M -$41.7K -366 -3%
NSB
812
Norway Savings Bank
Maine
$1.71M -$99.1K -869 -6%
WPC
813
Wedmont Private Capital
Pennsylvania
$1.71M +$58.1K +510 +4%
AOWM
814
Alpha Omega Wealth Management
Virginia
$1.7M +$108K +947 +7%
QCG
815
Quadrant Capital Group
Ohio
$1.7M +$763K +6,698 +92%
CICI
816
Capital Investment Counsel Inc
North Carolina
$1.7M +$66.2K +581 +4%
MCA
817
MSH Capital Advisors
Arizona
$1.69M +$206K +1,809 +15%
Los Angeles Capital Management
818
Los Angeles Capital Management
California
$1.68M -$600K -5,265 -28%
PAM
819
Paradigm Asset Management
New York
$1.68M
AO
820
Advisor OS
Illinois
$1.68M +$87.4K +767 +6%
MSA
821
MUFG Securities Americas
New York
$1.68M +$266K +2,333 +20%
EWA
822
EverSource Wealth Advisors
Alabama
$1.67M +$98.9K +868 +7%
SIM
823
SWP Investment Management
Ohio
$1.67M +$1.56M +13,694 New
GI
824
GAMMA Investing
California
$1.66M +$235K +2,061 +18%
MFP
825
Meridian Financial Partners
Virginia
$1.66M -$9.23K -81 -0.6%

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.