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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
Fisher Asset Management
1101
Fisher Asset Management
Washington
$864K +$202K +1,768 +33%
AFG
1102
Albion Financial Group
Utah
$859K -$151K -1,323 -16%
GSWA
1103
Good Steward Wealth Advisors
Tennessee
$859K +$803K +7,043 New
PA
1104
Prossimo Advisors
California
$859K -$17.9K -157 -2%
MA
1105
McGrath & Associates
North Carolina
$858K
VSQM
1106
V-Square Quantitative Management
Illinois
$855K -$25.4K -223 -3%
CCIA
1107
Campbell & Co Investment Adviser
Maryland
$853K -$460K -4,034 -37%
LMKC
1108
L.M. Kohn & Company
Ohio
$853K -$22K -193 -3%
HTIM
1109
Harbour Trust & Investment Management
Indiana
$852K -$131K -1,145 -14%
JGUA
1110
John G. Ullman & Associates
New York
$851K -$5.47K -48 -0.7%
MAM
1111
Martingale Asset Management
Massachusetts
$849K +$794K +6,963 New
AIC
1112
Archer Investment Corporation
Indiana
$841K -$21.7K -190 -3%
WFG
1113
Wills Financial Group
Virginia
$834K -$3.65K -32 -0.5%
PCMN
1114
Paradigm Capital Management (Nevada)
Nevada
$833K +$3.99K +35 +0.5%
CSI
1115
Cross Staff Investments
New York
$827K
Axa
1116
Axa
France
$826K +$772K +6,775 New
VH
1117
Visionary Horizons
Tennessee
$824K -$142K -1,247 -16%
AF
1118
Advisornet Financial
Minnesota
$824K +$92.2K +809 +14%
AWA
1119
Adapt Wealth Advisors
Georgia
$822K -$23.8K -209 -3%
PAG
1120
Powers Advisory Group
Illinois
$822K +$4.33K +38 +0.6%
STA
1121
Smith Thornton Advisors
Alabama
$821K
MCM
1122
Manchester Capital Management
Vermont
$820K +$28K +246 +4%
WMA
1123
Wealth Management Associates
New Jersey
$819K
3IP
1124
3Chopt Investment Partners
Virginia
$816K +$763K +6,694 New
HCM
1125
Hengehold Capital Management
Ohio
$816K

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.