We are live on ! Find out more
DUK icon

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
FNC
926
First National Corp
Massachusetts
$1.31M -$23.3K -204 -2%
CI
927
Cherokee Insurance
Michigan
$1.31M
ISL
928
Ingalls & Snyder LLC
New York
$1.29M -$57K -500 -4%
DTL
929
Dynamic Technology Lab
Singapore
$1.29M +$736K +6,460 +155%
THCM
930
Taylor Hoffman Capital Management
Virginia
$1.29M
Jane Street
931
Jane Street
New York
$1.29M -$4.25M -37,323 -78%
RFA
932
Rollins Financial Advisors
New York
$1.29M +$80.5K +706 +7%
MWM
933
Modern Wealth Management
Kansas
$1.29M -$122K -1,071 -9%
RA
934
Ransom Advisory
Rhode Island
$1.28M +$11.4K +100 +1%
KFGK
935
Keystone Financial Group (Kentucky)
Kentucky
$1.28M +$19.5K +171 +2%
RWM
936
Ritholtz Wealth Management
New York
$1.28M +$374K +3,280 +46%
GCP
937
GSA Capital Partners
United Kingdom
$1.28M +$918K +8,057 +335%
BAM
938
Belpointe Asset Management
Nevada
$1.27M -$9.35K -82 -0.8%
WFS
939
Widmann Financial Services
Maryland
$1.26M +$91.8K +805 +8%
IAS
940
Insigneo Advisory Services
Florida
$1.26M -$70.3K -617 -6%
SC
941
Sapient Capital
Indiana
$1.25M +$420K +3,681 +56%
CC
942
Chicago Capital
Illinois
$1.25M
SC
943
Schulhoff & Co
Ohio
$1.25M
LIA
944
LS Investment Advisors
Michigan
$1.25M -$204K -1,790 -15%
TCOTS
945
Trust Company of the South
North Carolina
$1.24M +$16.3K +143 +1%
MHS
946
M Holdings Securities
Oregon
$1.24M +$1.16M +10,180 New
WPP
947
Whalerock Point Partners
Rhode Island
$1.24M
MLA
948
My Legacy Advisors
Oregon
$1.23M +$42.1K +369 +4%
FDS
949
First Dallas Securities
Texas
$1.23M
HKIM
950
Hayek Kallen Investment Management
Alabama
$1.23M -$33.9K -297 -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.