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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
LC
901
LCNB Corp
Ohio
$1.41M +$12.5K +110 +1%
ILI
902
Invesco LLC (Illinois)
Illinois
$1.41M +$796K +6,987 +153%
Wolverine Trading
903
Wolverine Trading
Illinois
$1.4M +$1.34M +11,757 New
JSL
904
JT Stratford LLC
Georgia
$1.4M -$37.7K -331 -3%
BFO
905
Biltmore Family Office
North Carolina
$1.4M -$5.47K -48 -0.4%
TG
906
TCW Group
California
$1.39M +$70K +614 +6%
DT
907
Diversified Trust
Tennessee
$1.39M +$412K +3,611 +46%
CI Investments Inc
908
CI Investments Inc
Ontario, Canada
$1.39M +$530K +4,653 +69%
AWM
909
Allen Wealth Management
North Carolina
$1.38M -$21.2K -186 -2%
1SB
910
1ST Source Bank
Indiana
$1.37M +$2.74K +24 +0.2%
LWP
911
LMG Wealth Partners
Louisiana
$1.37M -$15.3K -134 -1%
EGA
912
Eagle Global Advisors
Texas
$1.36M +$1.28M +11,190 New
FT
913
Fiduciary Trust
Massachusetts
$1.36M -$12.7K -111 -1%
FNFDCM
914
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M -$33.6K -295 -3%
IFG
915
Independent Financial Group
California
$1.36M +$435K +3,816 +52%
CW
916
CreativeOne Wealth
Kansas
$1.35M +$43.4K +381 +4%
CFG
917
Citizens Financial Group
Rhode Island
$1.34M +$66.5K +583 +6%
SBIA
918
Sheaff Brock Investment Advisors
Indiana
$1.34M -$38.4K -337 -3%
SC
919
Scotia Capital
Ontario, Canada
$1.33M +$1.24M +10,871 New
FCCM
920
First City Capital Management
Georgia
$1.32M -$32.3K -283 -3%
SIA
921
Schechter Investment Advisors
Michigan
$1.32M -$24.8K -218 -2%
FCM
922
Fourpath Capital Management
Oklahoma
$1.32M -$2.96K -26 -0.2%
TAM
923
Tocqueville Asset Management
New York
$1.32M -$17.1M -150,221 -93%
HTC
924
Haverford Trust Company
Pennsylvania
$1.32M +$152K +1,331 +14%
AB
925
Atlas Brown
Kentucky
$1.32M +$3.88K +34 +0.3%

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.