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
CCP
951
Cassia Capital Partners
North Carolina
$1.23M +$58.6K +514 +5%
JCFM
952
JBR Co Financial Management
Oklahoma
$1.22M +$57K +500 +5%
DFA
953
Delta Financial Advisors
Louisiana
$1.22M +$228 +2 +0%
OTL
954
Oak Thistle LLC
New York
$1.22M +$1.14M +9,992 New
WCM
955
Winthrop Capital Management
Indiana
$1.22M +$27K +237 +2%
SFI
956
SPC Financial Inc
Maryland
$1.22M +$14.5K +127 +1%
RF
957
Roxbury Financial
New Jersey
$1.21M -$28K -246 -2%
BP
958
Ballentine Partners
Massachusetts
$1.2M +$75K +658 +7%
CWM
959
Challenger Wealth Management
California
$1.2M -$108K -944 -9%
VCM
960
Violich Capital Management
California
$1.2M
PWP
961
Phillips Wealth Planners
Mississippi
$1.2M +$509K +4,466 +80%
KCPG
962
Kavar Capital Partners Group
Kansas
$1.18M +$346K +3,033 +46%
VAM
963
Verity Asset Management
North Carolina
$1.18M +$27.5K +241 +3%
CIAS
964
CFS Investment Advisory Services
New Jersey
$1.18M -$684 -6 -0.1%
FC
965
FCA Corp
Texas
$1.17M +$23.7K +208 +2%
MW
966
Marcum Wealth
Ohio
$1.17M +$172K +1,505 +19%
GSEP
967
Golden State Equity Partners
California
$1.17M +$35.6K +312 +3%
FPL
968
Fortress Private Ledger
North Carolina
$1.17M -$52.3K -459 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
969
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M -$140K -1,227 -11%
UBV
970
United Bank (Virginia)
Virginia
$1.16M
PA
971
Parallel Advisors
California
$1.16M +$143K +1,255 +15%
LF
972
LifePlan Financial
Minnesota
$1.16M +$177K +1,553 +19%
CG
973
Corundum Group
Colorado
$1.16M -$572K -5,020 -35%
KWA
974
Kellett Wealth Advisors
Ohio
$1.16M +$456 +4 +0%
MF
975
Magnetar Financial
Illinois
$1.16M +$1.08M +9,502 New

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.