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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
SLT
1251
St Louis Trust
Missouri
$635K +$214K +1,874 +56%
MCWS
1252
McKinley Carter Wealth Services
West Virginia
$635K +$50.2K +440 +9%
MA
1253
MBA Advisors
Pennsylvania
$634K +$38.2K +335 +7%
CFO
1254
CVA Family Office
Colorado
$632K +$17K +149 +3%
CF
1255
Centaurus Financial
California
$630K -$27.5K -241 -4%
GPWM
1256
Grant Private Wealth Management
California
$629K +$320K +2,808 +110%
CWM
1257
Cordatus Wealth Management
Pennsylvania
$629K +$35.5K +311 +6%
FIM
1258
Fruth Investment Management
Texas
$628K
CA
1259
Crewe Advisors
Utah
$627K +$3.88K +34 +0.7%
WC
1260
Waterloo Capital
Texas
$627K +$104K +915 +22%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$627K -$1.82K -16 -0.3%
TWP
1262
Tyche Wealth Partners
Texas
$626K +$35.9K +315 +7%
VCP
1263
Verus Capital Partners
Arizona
$625K +$266K +2,332 +84%
PCM
1264
Polymer Capital Management
New York
$625K +$584K +5,121 New
CWP
1265
Cyndeo Wealth Partners
Florida
$623K -$28.3K -248 -5%
CFP
1266
Catalyst Financial Partners
Massachusetts
$621K +$10K +88 +2%
WIM
1267
WealthPlan Investment Management
Nebraska
$620K -$3.31K -29 -0.6%
GL
1268
Graypoint LLC
New York
$618K -$9.8K -86 -2%
PFA
1269
Petra Financial Advisors
Colorado
$617K -$684 -6 -0.1%
BFA
1270
Bill Few Associates
Pennsylvania
$616K
HVP
1271
Hudson Value Partners
Florida
$615K
RC
1272
Roundview Capital
New Jersey
$612K -$29.4K -258 -5%
BAM
1273
Broyhill Asset Management
North Carolina
$610K
CCA
1274
Corps Capital Advisors
Texas
$610K -$199K -1,743 -26%
NW
1275
NewEdge Wealth
Pennsylvania
$609K -$109K -958 -16%

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.