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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
NB
1176
NBT Bank
New York
$736K -$25.1K -220 -4%
CT
1177
Chicago Trust
Illinois
$735K +$13.2K +116 +2%
PCS
1178
Personal CFO Solutions
New Jersey
$735K -$10.1K -89 -1%
WPC
1179
Waters Parkerson & Co
Louisiana
$734K
FWCM
1180
Ferguson Wellman Capital Management
Oregon
$734K +$232K +2,036 +51%
AIMA
1181
Ables Iannone Moore & Associates
Georgia
$734K -$34.1K -299 -5%
SACTSONJ
1182
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$732K
CA
1183
Cornerstone Advisory
Maryland
$732K -$8.78K -77 -1%
DWT
1184
Dorsey & Whitney Trust
South Dakota
$731K +$31.2K +274 +5%
ATS
1185
Ashton Thomas Securities
New York
$731K +$683K +5,992 New
LF
1186
Lantz Financial
Illinois
$730K -$2.62K -23 -0.4%
EAM
1187
Everstar Asset Management
North Carolina
$729K +$328K +2,880 +93%
DWM
1188
Dogwood Wealth Management
Kansas
$729K +$681K +5,973 New
AWS
1189
Aspen Wealth Strategies
Colorado
$727K +$7.18K +63 +1%
CAM
1190
Centre Asset Management
New York
$721K +$21.3K +187 +3%
CF
1191
Claris Financial
Virginia
$720K
CPSAC
1192
Chas P. Smith & Associates (CPS)
Florida
$720K +$1.03K +9 +0.2%
BONH
1193
Bank of New Hampshire
New Hampshire
$719K +$5.13K +45 +0.8%
EB
1194
Eastern Bank
Massachusetts
$718K -$7.07K -62 -1%
BJL
1195
Brighton Jones LLC
Washington
$717K -$99.9K -876 -13%
IC
1196
Iconiq Capital
California
$716K -$19.8K -174 -3%
WTC
1197
WhitTier Trust Company
Nevada
$715K +$4.45K +39 +0.7%
GIA
1198
Guyasuta Investment Advisors
Pennsylvania
$715K
CSIC
1199
Clifford Swan Investment Counsel
California
$712K -$17.9K -157 -3%
IBOK
1200
Independence Bank of Kentucky
Kentucky
$711K +$8.09K +71 +1%

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.