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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$73.4M +$1.88M +16,499 +3%
Millennium Management
102
Millennium Management
New York
$72.8M -$117M -1,023,360 -63%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$72M -$2.48M -21,762 -4%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$67.6M -$4.47M -39,222 -7%
FWIA
105
Fort Washington Investment Advisors
Ohio
$67.6M -$1.32M -11,551 -2%
Two Sigma Investments
106
Two Sigma Investments
New York
$65.6M -$45.1M -395,340 -42%
CCMG
107
Clark Capital Management Group
Pennsylvania
$64.2M +$10.4M +91,474 +21%
ACM
108
Advisors Capital Management
New Jersey
$60.4M +$13.5M +118,517 +31%
ORIO
109
Old Republic International (ORI)
Illinois
$60M -$7.81M -68,500 -12%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$59.9M +$5.37M +47,126 +11%
SCP
111
Soroban Capital Partners
New York
$59.2M +$55.4M +485,677 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$56M +$52.3M +459,252 New
SEI Investments
113
SEI Investments
Pennsylvania
$55.4M -$15.3M -134,185 -23%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$55.2M -$2.84M -24,900 -5%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$54.3M -$2.58M -22,633 -5%
EIP
116
Epoch Investment Partners
New York
$54.2M -$2.56M -22,482 -5%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$52.9M +$741K +6,502 +2%
Canada Life
118
Canada Life
Manitoba, Canada
$51.7M +$71.8K +630 +0.1%
Prudential Financial
119
Prudential Financial
New Jersey
$51.3M -$937K -8,222 -2%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$51.1M +$1.75M +15,391 +4%
VDI
121
Vaughan David Investments
Illinois
$50.5M +$363K +3,183 +0.8%
T. Rowe Price Investment Management
122
T. Rowe Price Investment Management
Maryland
$49.9M +$46.6M +408,930 New
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$49.8M +$164K +1,442 +0.4%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$49.8M +$3.96M +34,769 +9%
US Bancorp
125
US Bancorp
Minnesota
$48.3M +$354K +3,108 +0.8%

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.