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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
IB
1026
Intrust Bank
Kansas
$1.02M -$38K -333 -4%
AA
1027
Ancora Advisors
Ohio
$1.02M +$114 +1 +0%
CCAM
1028
Cascades Capital Asset Management
North Carolina
$1.02M +$19.6K +172 +2%
SC
1029
Sawyer & Company
Massachusetts
$1.02M -$66.5K -583 -7%
GWANC
1030
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$19.6K -172 -2%
FCAS
1031
First Command Advisory Services
Texas
$1.01M +$160K +1,408 +20%
WHRC
1032
W.H. Reaves & Co
New Jersey
$1.01M +$124K +1,089 +15%
FPGT
1033
Financial Partners Group (Tennessee)
Tennessee
$1.01M -$77.5K -680 -8%
GHA
1034
GW Henssler & Associates
Georgia
$1.01M +$722K +6,333 +327%
RCAG
1035
Rehmann Capital Advisory Group
Michigan
$1.01M +$106K +929 +13%
FF
1036
Friedenthal Financial
New Jersey
$1M +$938K +8,226 New
FVWA
1037
Foster Victor Wealth Advisors
South Carolina
$1M -$49.4K -433 -5%
VAS
1038
Vestmark Advisory Solutions
Massachusetts
$1M +$531K +4,658 +131%
CFO
1039
Callan Family Office
Pennsylvania
$1M -$459K -4,023 -33%
JFGIW
1040
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$999K +$75.5K +662 +9%
HNWAG
1041
High Net Worth Advisory Group
Florida
$996K
BP
1042
BNP Paribas
France
$991K
Balyasny Asset Management
1043
Balyasny Asset Management
Illinois
$987K -$113M -991,596 -99%
SC
1044
Steph & Co
Wisconsin
$987K -$79.2K -695 -8%
SCM
1045
SCS Capital Management
Massachusetts
$986K +$922K +8,087 New
FNBTCON
1046
First National Bank & Trust Co of Newtown
Pennsylvania
$985K
OKSA
1047
O'Keefe Stevens Advisory
New York
$985K +$179K +1,573 +24%
SKK
1048
Shepherd Kaplan Krochuk
Massachusetts
$984K +$4.45K +39 +0.5%
MIF
1049
Mediolanum International Funds
Ireland
$984K +$157K +1,374 +20%
LA
1050
Legacy Advisors
Pennsylvania
$979K +$663K +5,818 +263%

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.