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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
VA
976
Valmark Advisers
Ohio
$1.15M -$61.4K -539 -5%
CCA
977
Checchi Capital Advisers
California
$1.15M +$47.6K +418 +5%
OF
978
Outfitter Financial
Maine
$1.15M -$21.1K -185 -2%
BWP
979
Balboa Wealth Partners
Arizona
$1.15M +$62.5K +548 +6%
SCM
980
Sollinda Capital Management
Florida
$1.15M -$52.3K -459 -5%
JAG
981
Journey Advisory Group
Kentucky
$1.15M -$127K -1,116 -11%
APG
982
Abacus Planning Group
South Carolina
$1.14M +$161K +1,414 +18%
GC
983
Grimes & Company
Massachusetts
$1.14M +$44.1K +387 +4%
DA
984
Doliver Advisors
Texas
$1.14M -$45.6K -400 -4%
BSTWA
985
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$17K -149 -2%
PWM
986
Pines Wealth Management
North Carolina
$1.14M +$6.95K +61 +0.6%
PFSC
987
Peoples Financial Services Corp
Pennsylvania
$1.14M -$1.82K -16 -0.2%
IIM
988
InTrack Investment Management
Vermont
$1.13M +$43.3K +380 +4%
GVAG
989
Great Valley Advisor Group
Delaware
$1.13M +$40.6K +356 +4%
BAM
990
Blueshift Asset Management
New Jersey
$1.13M +$1.06M +9,267 New
KFS
991
Keynote Financial Services
Connecticut
$1.13M
FMB
992
Field & Main Bank
Kentucky
$1.12M +$32.8K +288 +3%
SLI
993
Sumitomo Life Insurance
Japan
$1.12M -$114 -1 -0%
BFA
994
Beacon Financial Advisory
Ohio
$1.12M +$2.85K +25 +0.3%
SWM
995
Segment Wealth Management
Texas
$1.11M +$106K +929 +11%
MW
996
MBL Wealth
North Carolina
$1.11M +$280K +2,456 +37%
FNA
997
First National Advisers
Nebraska
$1.11M -$35.3K -310 -3%
RGF
998
Retirement Guys Formula
Ohio
$1.1M +$144K +1,264 +16%
SCI
999
Stableford Capital II
Arizona
$1.09M -$57.5K -504 -5%
PA
1000
Procyon Advisors
Connecticut
$1.09M -$73.5K -645 -7%

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.