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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
TIA
1351
Tiemann Investment Advisors
California
$527K -$5.7K -50 -1%
CIA
1352
Choate Investment Advisors
Massachusetts
$526K -$76.8K -674 -14%
LCM
1353
LVM Capital Management
Michigan
$524K -$2.05K -18 -0.4%
SS
1354
Sunbelt Securities
Texas
$523K -$46.5K -408 -9%
SGK
1355
Steigerwald Gordon & Koch
Virginia
$523K +$9.35K +82 +2%
NRC
1356
New Republic Capital
North Carolina
$523K +$67.5K +592 +16%
WA
1357
WBH Advisory
Maryland
$520K -$23.6K -207 -5%
AWM
1358
Accurate Wealth Management
Florida
$518K -$8.55K -75 -2%
PWMG
1359
Pinnacle Wealth Management Group
Michigan
$518K +$57K +500 +13%
AFG
1360
Allegheny Financial Group
Pennsylvania
$514K -$3.65K -32 -0.8%
T
1361
Transce3nd
Texas
$514K +$17.1K +150 +4%
TWM
1362
Trueblood Wealth Management
Ohio
$514K -$7.41K -65 -2%
SCM
1363
Saxony Capital Management
Missouri
$510K -$1.48K -13 -0.3%
IA
1364
Integrity Alliance
Iowa
$510K +$476K +4,178 New
IPAM
1365
Investment Partners Asset Management
New Jersey
$510K
ATC
1366
Adirondack Trust Company
New York
$509K -$40.1K -352 -8%
SEP
1367
Southland Equity Partners
Missouri
$508K +$17.2K +151 +4%
CGL
1368
Clarius Group LLC
Washington
$508K -$570 -5 -0.1%
RMCM
1369
Reynders McVeigh Capital Management
Massachusetts
$507K +$1.94K +17 +0.4%
KIA
1370
Knollwood Investment Advisory
Maryland
$505K
MA
1371
MJP Associates
Connecticut
$505K +$84.5K +741 +22%
FBB
1372
Fulton Breakefield Broenniman
Maryland
$504K -$139K -1,216 -23%
ZIM
1373
Zacks Investment Management
Illinois
$501K +$9.57K +84 +2%
AWA
1374
Aaron Wealth Advisors
Illinois
$501K +$34.9K +306 +8%
PA
1375
PFG Advisors
Arizona
$500K +$24.1K +211 +5%

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.