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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
CBB
1326
Citizens Business Bank
California
$557K +$330K +2,898 +174%
ABC
1327
Associated Banc-Corp
Wisconsin
$556K -$33.4K -293 -6%
DAM
1328
Doheny Asset Management
California
$555K
DWM
1329
Diversify Wealth Management
Utah
$555K -$57.6K -505 -10%
CA
1330
Calton & Associates
Florida
$554K +$518K +4,546 New
ORC
1331
O'Rourke & Company
Massachusetts
$552K +$1.48K +13 +0.3%
SL
1332
Salomon & Ludwin
Virginia
$552K
VWM
1333
Venturi Wealth Management
Texas
$549K +$37.2K +326 +8%
SWA
1334
Strategies Wealth Advisors
Michigan
$549K +$159K +1,397 +45%
AIC
1335
Argus Investors Counsel
New York
$548K +$17.3K +152 +4%
TGAM
1336
TBH Global Asset Management
Tennessee
$547K +$3.76K +33 +0.7%
W
1337
Wealthquest
Ohio
$547K -$8.32K -73 -2%
DLA
1338
Douglas Lane & Associates
New York
$547K +$83.9K +736 +20%
FLPIM
1339
F.L. Putnam Investment Management
Massachusetts
$546K -$26.2K -230 -5%
LWM
1340
Level Wealth Management
North Carolina
$546K -$60.5K -531 -11%
HFAS
1341
Hummer Financial Advisory Services
Illinois
$546K
AWM
1342
Aprio Wealth Management
Georgia
$545K +$78.2K +686 +18%
VV
1343
Verity & Verity
South Carolina
$544K -$143K -1,256 -22%
HW
1344
Hancock Whitney
Mississippi
$541K +$7.75K +68 +2%
JIC
1345
Joel Isaacson & Co
New York
$540K +$94.7K +831 +23%
AC
1346
AlphaCore Capital
California
$538K +$74.9K +657 +17%
QIM
1347
Quantitative Investment Management
Virginia
$538K -$4.25M -37,284 -89%
ALAM
1348
Asahi Life Asset Management
Japan
$534K +$499K +4,375 New
MCM
1349
McDonough Capital Management
Florida
$533K -$21.8K -191 -4%
HCM
1350
Hodges Capital Management
Texas
$533K -$5.7K -50 -1%

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.