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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
PFBT
1201
Parkside Financial Bank & Trust
Missouri
$711K -$24.6K -216 -4%
OC
1202
Oakworth Capital
Alabama
$707K -$262K -2,299 -28%
SIM
1203
Studio Investment Management
Illinois
$707K -$631K -5,540 -49%
AWMM
1204
Aegis Wealth Management (Maryland)
Maryland
$704K -$3.42K -30 -0.5%
PCA
1205
Prosperity Capital Advisors
Ohio
$704K +$30.7K +269 +5%
GEA
1206
Glen Eagle Advisors
New Jersey
$700K -$5.47K -48 -0.8%
MMG
1207
Monetary Management Group
Missouri
$699K
SWM
1208
Silverlake Wealth Management
Vermont
$699K -$24.4K -214 -4%
GIM
1209
Groesbeck Investment Management
New Jersey
$699K
OHWA
1210
Oak Hill Wealth Advisors
Virginia
$694K +$105K +919 +19%
KCIC
1211
Kuhn & Co Investment Counsel
Illinois
$692K
AAG
1212
Armstrong Advisory Group
Massachusetts
$689K
NP
1213
Nilsine Partners
Colorado
$687K -$5.58K -49 -0.9%
WSC
1214
Wellington Shields & Co
New York
$687K
GWAG
1215
Garrett Wealth Advisory Group
Texas
$686K +$5.01K +44 +0.8%
EGA
1216
E&G Advisors
Texas
$683K -$11.4K -100 -2%
IAS
1217
Investment Advisory Services
Texas
$682K -$5.13K -45 -0.8%
FFG
1218
First Financial Group
North Carolina
$682K +$28.3K +248 +5%
VIPI
1219
Vista Investment Partners II
Indiana
$679K +$140K +1,227 +28%
BB
1220
Busey Bank
Illinois
$679K +$48K +421 +8%
IA
1221
Inspire Advisors
Idaho
$677K +$633K +5,549 New
ACI
1222
Alpha Cubed Investments
California
$677K +$632K +5,548 New
BHC
1223
Bowen Hanes & Co
Florida
$676K
PVM
1224
Palogic Value Management
Texas
$675K
NFG
1225
Nations Financial Group
Iowa
$674K -$12.1K -106 -2%

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.