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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
CAL
1226
Capital Analysts LLC
Pennsylvania
$671K -$20.6K -181 -3%
RPCONE
1227
Retirement Planning Company of New England
Rhode Island
$670K +$10.4K +91 +2%
IF
1228
Intrua Financial
Texas
$668K +$46.8K +411 +8%
Nomura Holdings
1229
Nomura Holdings
Japan
$667K -$3.08M -26,984 -83%
RFA
1230
Register Financial Advisors
Georgia
$666K +$228 +2 +0%
FI
1231
Finivi Inc
Massachusetts
$663K +$7.07K +62 +1%
TC
1232
Trilogy Capital
California
$663K +$4.9K +43 +0.8%
TW
1233
Transform Wealth
Colorado
$662K -$39K -342 -6%
CAG
1234
Crestwood Advisors Group
Massachusetts
$659K +$2.74K +24 +0.4%
APIM
1235
Agate Pass Investment Management
Washington
$658K -$15.5K -136 -2%
FFBTD
1236
First Financial Bank - Trust Division
Ohio
$656K -$27.4K -240 -4%
RCM
1237
RB Capital Management
Nevada
$655K -$9.12K -80 -1%
TA
1238
TFG Advisers
Michigan
$654K +$58.6K +514 +11%
TF
1239
Tudor Financial
Ohio
$654K -$3.19K -28 -0.5%
PA
1240
Probity Advisors
Texas
$653K +$16.1K +141 +3%
WIC
1241
Wilkins Investment Counsel
Massachusetts
$651K -$26.2K -230 -4%
BWM
1242
BCGM Wealth Management
Indiana
$649K -$36.8K -323 -6%
Q1WB
1243
Quest 10 Wealth Builders
Virginia
$647K -$16.8K -147 -3%
SIMG
1244
Sonora Investment Management Group
Arizona
$642K +$60.5K +531 +11%
NL
1245
NWAM LLC
Washington
$642K -$1.03K -9 -0.2%
GWM
1246
GSB Wealth Management
Connecticut
$639K -$10.7K -94 -2%
AF
1247
Apexium Financial
Texas
$639K -$12K -105 -2%
SQA
1248
Simon Quick Advisors
New Jersey
$638K +$181K +1,589 +44%
CCA
1249
Cobblestone Capital Advisors
New York
$637K -$114K -1,000 -16%
PWM
1250
PBMares Wealth Management
Virginia
$637K +$38K +333 +7%

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.