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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
AMBIA
1051
Allen Mooney & Barnes Investment Advisors
Georgia
$979K +$1.94K +17 +0.2%
AIP
1052
Ameritas Investment Partners
Nebraska
$974K -$38.1K -334 -4%
CCWM
1053
Cassaday & Co Wealth Management
Virginia
$974K -$7.52K -66 -0.8%
HFS
1054
Horizon Financial Services
North Carolina
$972K -$9.57K -84 -1%
MS
1055
Madden Securities
Texas
$966K
AV
1056
Alamea Verwaltungs
New Jersey
$966K +$903K +7,924 New
KIA
1057
KCM Investment Advisors
California
$966K +$61.7K +541 +7%
HPC
1058
HM Payson & Co
Maine
$966K +$121K +1,059 +15%
BHIA
1059
Birch Hill Investment Advisors
Massachusetts
$962K
AWA
1060
Arete Wealth Advisors
Illinois
$962K -$71.8K -630 -7%
DB
1061
Danske Bank
Denmark
$960K +$101K +887 +13%
WHC
1062
Wulff, Hansen & Co
California
$956K +$18.8K +165 +2%
BRWM
1063
Blue Rock Wealth Management
North Carolina
$954K +$312K +2,737 +54%
MFG
1064
MidWestOne Financial Group
Iowa
$951K +$32.7K +287 +4%
CAI
1065
Capital Advisors Inc
Oklahoma
$951K -$31.8K -279 -3%
PCM
1066
Penserra Capital Management
California
$950K +$658K +5,776 +286%
HA
1067
Huntleigh Advisors
Missouri
$950K -$1.37K -12 -0.2%
CI
1068
Cigna Investments
Connecticut
$944K -$12.3K -108 -1%
CBOR
1069
Community Bank of Raymore
Missouri
$938K
BOH
1070
Bank of Hawaii
Hawaii
$937K -$31.7K -278 -3%
OFS
1071
OneAscent Financial Services
Alabama
$936K +$342 +3 +0%
CFS
1072
Cannon Financial Strategists
Georgia
$935K -$5.7K -50 -0.6%
CIC
1073
Carnegie Investment Counsel
Ohio
$934K +$212K +1,859 +31%
HIMC
1074
Heritage Investors Management Corp
Maryland
$934K -$173K -1,516 -17%
CD
1075
Chapin Davis
Maryland
$933K -$2.74K -24 -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.