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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
ESB
1076
Essex Savings Bank
Connecticut
$930K -$18.1K -159 -2%
LCM
1077
Landscape Capital Management
New Jersey
$927K +$867K +7,602 New
AFP
1078
Ausdal Financial Partners
Iowa
$927K +$190K +1,664 +28%
FG
1079
Fiduciary Group
Georgia
$926K +$5.7K +50 +0.7%
CIA
1080
Cape Investment Advisory
Georgia
$923K +$17.8K +156 +2%
SWM
1081
Sculati Wealth Management
Michigan
$923K +$341K +2,990 +65%
MFGM
1082
Marshall Financial Group (Maryland)
Maryland
$920K -$51.2K -449 -6%
BIM
1083
Baldwin Investment Management
Pennsylvania
$919K +$78.4K +688 +10%
BPC
1084
Bearing Point Capital
Minnesota
$915K +$28.5K +250 +3%
KMWM
1085
Keudell/Morrison Wealth Management
Oregon
$906K +$23.3K +204 +3%
NP
1086
NorthRock Partners
Minnesota
$899K +$61.6K +540 +8%
CA
1087
Continuum Advisory
Idaho
$898K +$45.7K +401 +6%
BC
1088
Bayforest Capital
United Kingdom
$896K +$828K +7,265 +9,314%
ACGA
1089
Atlanta Consulting Group Advisors
Georgia
$895K +$81.4K +714 +11%
CB
1090
Cadence Bank
Mississippi
$895K -$8.66K -76 -1%
NFC
1091
Northstar Financial Companies
Pennsylvania
$894K +$76.3K +669 +10%
PAI
1092
Pittenger & Anderson Inc
Nebraska
$884K +$217K +1,900 +36%
SW
1093
Simplicity Wealth
New Jersey
$883K +$509K +4,464 +161%
RAG
1094
RIA Advisory Group
Iowa
$882K +$295K +2,592 +56%
DFG
1095
Delta Financial Group
New Jersey
$881K -$16K -140 -2%
CFG
1096
Cooper Financial Group
California
$874K -$346K -3,032 -30%
SWM
1097
Spire Wealth Management
Virginia
$874K +$79.9K +701 +11%
SGI
1098
Summit Global Investments
Utah
$869K -$412K -3,613 -34%
BIA
1099
Bigelow Investment Advisors
Maine
$869K +$65.3K +573 +9%
MFA
1100
Mayflower Financial Advisors
Massachusetts
$866K +$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.