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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
ACG
876
Allen Capital Group
Nebraska
$1.48M +$192K +1,684 +16%
MHIC
877
Marble Harbor Investment Counsel
Massachusetts
$1.48M
GWM
878
Gibbs Wealth Management
Georgia
$1.48M +$169K +1,483 +14%
MAM
879
Mystic Asset Management
Rhode Island
$1.48M -$12.7K -111 -0.9%
RFA
880
ROI Financial Advisors
Oregon
$1.48M -$17.4K -153 -1%
VFA
881
Voya Financial Advisors
Connecticut
$1.47M +$73.9K +648 +6%
SF
882
Summit Financial
New Jersey
$1.47M -$456K -4,004 -25%
WG
883
Welch Group
Alabama
$1.47M +$342 +3 +0%
NP
884
Ninepoint Partners
Ontario, Canada
$1.47M +$93.6K +821 +7%
BIG
885
Brooklyn Investment Group
New York
$1.47M +$371K +3,256 +37%
FFN
886
Focus Financial Network
Minnesota
$1.47M -$16.2K -142 -1%
ITC
887
Inspire Trust Company
Nevada
$1.46M
CAM
888
Columbia Asset Management
Michigan
$1.45M -$57.9K -508 -4%
RCM
889
Raleigh Capital Management
North Carolina
$1.45M -$669K -5,865 -33%
GSB
890
Greenfield Savings Bank
Massachusetts
$1.44M -$22.9K -201 -2%
BFS
891
Burkett Financial Services
South Carolina
$1.44M +$42.5K +373 +3%
ClearBridge Investments
892
ClearBridge Investments
New York
$1.44M +$13.7K +120 +1%
HSA
893
HBK Sorce Advisory
Pennsylvania
$1.43M +$52.1K +457 +4%
BO
894
Bank OZK
Arkansas
$1.43M -$9.8K -86 -0.7%
TPA
895
Trivium Point Advisory
Connecticut
$1.43M -$62.9K -552 -4%
EWM
896
Evermay Wealth Management
Virginia
$1.43M -$25.1K -220 -2%
FAM
897
Formidable Asset Management
Ohio
$1.42M -$274K -2,403 -17%
HCM
898
Highview Capital Management
Illinois
$1.42M +$84.6K +742 +7%
BL
899
BFSG LLC
California
$1.41M +$4.56K +40 +0.3%
PWG
900
Portside Wealth Group
Utah
$1.41M +$73.1K +641 +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.