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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
KAS
1276
KPP Advisory Services
Kentucky
$608K +$86.6K +760 +18%
DWM
1277
Destination Wealth Management
California
$608K +$1.03K +9 +0.2%
BHWM
1278
Bar Harbor Wealth Management
New Hampshire
$604K +$20.5K +180 +4%
HI
1279
Hudock Inc
Pennsylvania
$603K +$1.03K +9 +0.2%
GIA
1280
Gateway Investment Advisers
Ohio
$601K -$92.1K -808 -14%
WCM
1281
Washington Capital Management
Washington
$601K
RGC
1282
Roberts, Glore & Co
Illinois
$601K +$9.8K +86 +2%
SSA
1283
Sierra Summit Advisors
Nevada
$600K -$5.81K -51 -1%
GIA
1284
Gladstone Institutional Advisory
Florida
$599K -$121K -1,064 -18%
EFA
1285
Edge Financial Advisors
Illinois
$597K +$4.9K +43 +0.9%
CBT
1286
Crews Bank & Trust
Florida
$597K +$2.85K +25 +0.5%
CAM
1287
Costello Asset Management
Pennsylvania
$597K +$49.4K +433 +10%
SAA
1288
Southeast Asset Advisors
Georgia
$595K +$556K +4,875 New
AIM
1289
Aspen Investment Management
Michigan
$594K
HWA
1290
HHM Wealth Advisors
Tennessee
$594K
NA
1291
Novus Advisors
South Carolina
$594K -$12.9K -113 -2%
FSA
1292
Financial Security Advisor
Virginia
$594K +$684 +6 +0.1%
SC
1293
Syon Capital
California
$594K +$120K +1,057 +28%
CWS
1294
Cypress Wealth Services
California
$594K -$21.3K -187 -4%
OWA
1295
Octavia Wealth Advisors
Ohio
$593K -$3.88K -34 -0.7%
BFS
1296
Bard Financial Services
Connecticut
$592K
FWP
1297
Firethorn Wealth Partners
Georgia
$587K -$27.5K -241 -5%
HI
1298
Hendershot Investments
Virginia
$587K +$1.03K +9 +0.2%
WFM
1299
Wolff Financial Management
Michigan
$587K
PWMAG
1300
Pinnacle Wealth Management Advisory Group
New Jersey
$585K -$43.8K -384 -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.