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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
NAG
1301
Northstar Advisory Group
New Jersey
$583K -$28.5K -250 -5%
AC
1302
Apella Capital
Connecticut
$583K -$5.36K -47 -0.9%
WAM
1303
Walker Asset Management
Missouri
$583K -$34K -298 -6%
TPI
1304
Trust Point Inc
Wisconsin
$582K -$279K -2,450 -34%
BFC
1305
Blue Fin Capital
Rhode Island
$582K +$22.3K +196 +4%
XF
1306
XML Financial
Maryland
$577K -$15.8K -139 -3%
ST
1307
Spinnaker Trust
Maine
$577K -$9.92K -87 -2%
HCM
1308
Howard Capital Management
Georgia
$576K -$60.6K -532 -10%
CC
1309
Callan Capital
California
$570K +$83.6K +733 +19%
RCM
1310
Radnor Capital Management
Pennsylvania
$570K -$323K -2,833 -38%
AAIM
1311
Asset Advisors Investment Management
Georgia
$570K
TIA
1312
Traphagen Investment Advisors
New Jersey
$569K +$2.62K +23 +0.5%
Members Trust
1313
Members Trust
Florida
$568K +$18.5K +162 +4%
AWE
1314
Avidian Wealth Enterprises
Texas
$568K +$126K +1,103 +31%
AP
1315
Americana Partners
Texas
$567K -$17.7K -155 -3%
BFIM
1316
Beese Fulmer Investment Management
Ohio
$567K +$13.1K +115 +3%
PWAM
1317
Pinnacle West Asset Management
Wyoming
$566K
LFG
1318
Larson Financial Group
Missouri
$566K -$24.6K -216 -4%
RMDI
1319
R.M. Davis Inc
Maine
$562K -$20.1K -176 -4%
CS
1320
Capital Square
Tennessee
$562K +$35.1K +308 +7%
PCM
1321
Princeton Capital Management
New Jersey
$561K
PSFG
1322
Prairie Sky Financial Group
Illinois
$561K
GIP
1323
Greatmark Investment Partners
Georgia
$560K +$22.8K +200 +5%
NPFS
1324
Novak & Powell Financial Services
Florida
$558K +$456 +4 +0.1%
DBRC
1325
D.B. Root & Company
Pennsylvania
$557K +$1.03K +9 +0.2%

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.