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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
O
1151
Ossiam
France
$771K -$972K -8,525 -57%
VWA
1152
Visionary Wealth Advisors
Illinois
$770K +$7.75K +68 +1%
Edgewood Management
1153
Edgewood Management
Connecticut
$769K
MSS
1154
Mitchell Sinkler & Starr
Pennsylvania
$767K -$55.9K -490 -7%
FCP
1155
Fidelis Capital Partners
Florida
$767K +$8.44K +74 +1%
NB
1156
Northwest Bancshares
Pennsylvania
$766K -$2.85K -25 -0.4%
HL
1157
HeadInvest LLC
Maine
$765K +$1.71K +15 +0.2%
AFA
1158
AA Financial Advisors
Ohio
$765K +$20.6K +181 +3%
CSC
1159
Caldwell Sutter Capital
California
$763K -$38K -333 -5%
FB
1160
Finward Bancorp
Indiana
$763K -$5.13K -45 -0.7%
CAM
1161
Carret Asset Management
New York
$761K
HBT
1162
Hills Bank & Trust
Iowa
$759K +$20.7K +182 +3%
BIM
1163
Bridges Investment Management
Nebraska
$758K +$3.99K +35 +0.6%
SWM
1164
SeaCrest Wealth Management
New York
$757K +$26.2K +230 +4%
CA
1165
CoreCap Advisors
Michigan
$756K -$104K -911 -13%
CAM
1166
Cidel Asset Management
Ontario, Canada
$756K -$32.6K -286 -4%
FFWM
1167
Future Financial Wealth Management
Ohio
$754K +$2.85K +25 +0.4%
UBG
1168
United Bank (Georgia)
Georgia
$752K +$34.5K +303 +5%
GFP
1169
Gryphon Financial Partners
Ohio
$751K +$68.1K +597 +11%
CAS
1170
Coppell Advisory Solutions
Texas
$748K +$9.23K +81 +1%
TFS
1171
Thoroughbred Financial Services
Tennessee
$747K +$4.33K +38 +0.6%
SLWA
1172
San Luis Wealth Advisors
California
$747K +$698K +6,124 New
MTC
1173
McDaniel Terry & Co
Texas
$746K
LFA
1174
Legacy Financial Advisors
Kentucky
$741K +$21.4K +188 +3%
PA
1175
Persium Advisors
Georgia
$741K +$18.1K +159 +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.