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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$107M +$9.33M +81,822 +10%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$102M -$4.64M -40,715 -5%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$98.8M -$3.11M -27,327 -3%
CI
79
Cincinnati Insurance
Ohio
$96.9M
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$95.5M +$48.5M +425,280 +119%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$94.8M +$7.71M +67,663 +10%
HighTower Advisors
82
HighTower Advisors
Illinois
$94.6M +$1.51M +13,278 +2%
Stifel Financial
83
Stifel Financial
Missouri
$93.1M +$5.32M +46,694 +7%
Victory Capital Management
84
Victory Capital Management
Texas
$91M +$22M +193,084 +35%
Truist Financial
85
Truist Financial
North Carolina
$90.4M -$232K -2,032 -0.3%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$90.3M +$3.93M +34,434 +5%
BC
87
Brookfield Corp
Ontario, Canada
$88.8M -$6.6M -57,873 -7%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$88.7M
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$87.1M +$35.3M +309,928 +77%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$82.7M +$17.7M +155,096 +30%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$81.2M +$19M +166,403 +33%
MBA
92
Maple-Brown Abbott
Australia
$80.5M +$20.6M +181,143 +38%
Point72 Asset Management
93
Point72 Asset Management
Connecticut
$80.2M -$51.6M -453,114 -41%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$78.8M +$563K +4,943 +0.8%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$78M +$1.53M +13,424 +2%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$77.8M +$13.1M +115,300 +22%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$77M +$6.58M +57,690 +10%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$76.4M +$49.7M +436,121 +229%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$76.2M -$2.58M -22,677 -4%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$75.9M -$143M -1,251,186 -67%

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.