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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
SIG
1001
Sargent Investment Group
Maryland
$1.08M +$215K +1,888 +27%
ACM
1002
Allred Capital Management
Texas
$1.08M +$15.3K +134 +2%
FAIM
1003
Financial Advocates Investment Management
Washington
$1.07M +$29.5K +259 +3%
NC
1004
NovaPoint Capital
Georgia
$1.07M -$1.71K -15 -0.2%
TTWM
1005
TCV Trust & Wealth Management
Virginia
$1.07M -$6.04K -53 -0.6%
AAP
1006
Arax Advisory Partners
Colorado
$1.07M +$140K +1,225 +16%
USCWA
1007
U.S. Capital Wealth Advisors
Texas
$1.06M -$62.7K -550 -6%
SAG
1008
SageView Advisory Group
California
$1.06M -$81.2K -712 -8%
GWA
1009
Gratus Wealth Advisors
Virginia
$1.06M -$19.9K -175 -2%
NRS
1010
Neville Rodie & Shaw
New York
$1.06M -$1.71K -15 -0.2%
APP
1011
Avantax Planning Partners
Iowa
$1.06M -$33.3K -292 -3%
CWM
1012
Crowley Wealth Management
Delaware
$1.06M -$121K -1,059 -11%
BWS
1013
Buck Wealth Strategies
Colorado
$1.05M +$985K +8,638 New
CFCI
1014
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$9.35K -82 -0.9%
CTA
1015
Chesley Taft & Associates
Illinois
$1.05M -$17.1K -150 -2%
WWM
1016
Western Wealth Management
Colorado
$1.05M -$58.1K -510 -6%
KA
1017
KLCM Advisors
Wisconsin
$1.04M +$67.3K +590 +7%
HCP
1018
Hexagon Capital Partners
Arkansas
$1.04M +$41.8K +367 +5%
EWM
1019
EPG Wealth Management
Georgia
$1.03M +$14.7K +129 +2%
EFG
1020
Everhart Financial Group
Ohio
$1.03M +$109K +956 +13%
KA
1021
Kovack Advisors
Florida
$1.03M -$69.3K -608 -7%
TWM
1022
Thrive Wealth Management
Pennsylvania
$1.03M -$14.6K -128 -1%
ACS
1023
Archford Capital Strategies
Illinois
$1.03M -$4.9K -43 -0.5%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$53.3K -468 -5%
FRA
1025
Frank Rimerman Advisors
California
$1.02M +$2.96K +26 +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.