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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
LWAM
1126
Legacy Wealth Asset Management
Minnesota
$815K -$14.7K -129 -2%
WFI
1127
West Family Investments
California
$809K -$44.1K -387 -6%
WT
1128
Washington Trust
Rhode Island
$808K -$47K -412 -6%
SWA
1129
Stratos Wealth Advisors
Ohio
$804K -$245K -2,149 -25%
CI
1130
CX Institutional
Indiana
$803K +$76.7K +673 +11%
DI
1131
Diligent Investors
California
$800K -$96.8K -849 -11%
ACP
1132
Aviance Capital Partners
Florida
$800K -$52.9K -464 -7%
KCM
1133
Kanawha Capital Management
Virginia
$800K +$3.53K +31 +0.5%
WMA
1134
West Michigan Advisors
Michigan
$798K +$386K +3,389 +107%
SSB
1135
Sandy Spring Bank
Maryland
$798K -$33.7K -296 -4%
WBCM
1136
Wilson & Boucher Capital Management
California
$798K -$11.4K -100 -2%
SWM
1137
Stockman Wealth Management
Montana
$797K +$11.2K +98 +2%
RC
1138
Rithm Capital
New York
$793K
VVP
1139
Venture Visionary Partners
Ohio
$792K +$88K +772 +13%
NAS
1140
NWF Advisory Services
California
$792K +$59.8K +525 +9%
CS
1141
Crescent Sterling
Louisiana
$790K
OIA
1142
Optimum Investment Advisors
Illinois
$789K -$57K -500 -7%
WT
1143
Whittier Trust
California
$787K -$176K -1,546 -19%
FMP
1144
Financial Management Professionals
Texas
$784K +$17.8K +156 +2%
MGIA
1145
Moneta Group Investment Advisors
Missouri
$779K -$7.98K -70 -1%
SS
1146
SBI Securities
Japan
$777K -$19.7K -173 -3%
DP
1147
Dearborn Partners
Illinois
$776K -$2.74K -24 -0.4%
KFA
1148
Kapstone Financial Advisors
Ohio
$775K
MNBTD
1149
Moody National Bank Trust Division
Texas
$775K +$75.5K +662 +12%
PJSIMP
1150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K -$87.3K -766 -11%

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.