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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
VP
1376
Verum Partners
North Carolina
$497K +$11.4K +100 +3%
JSW
1377
Journey Strategic Wealth
New Jersey
$496K -$2.62K -23 -0.6%
GSWM
1378
Golden State Wealth Management
California
$496K +$2.62K +23 +0.6%
MSFS
1379
Main Street Financial Solutions
Pennsylvania
$496K -$208K -1,821 -31%
BFC
1380
Bedel Financial Consulting
Indiana
$494K
CI
1381
Conning Inc
Connecticut
$491K
TC
1382
Truvestments Capital
Florida
$490K +$150K +1,318 +49%
PCA
1383
Pallas Capital Advisors
Massachusetts
$489K +$63.5K +557 +16%
OCM
1384
One Capital Management
California
$488K -$684 -6 -0.1%
PAMG
1385
Patton Albertson Miller Group
Tennessee
$487K -$69.1K -606 -13%
AC
1386
Avestar Capital
New York
$486K -$67.4K -591 -13%
PPWP
1387
Premier Path Wealth Partners
New Jersey
$486K +$912 +8 +0.2%
WP
1388
Westmount Partners
California
$485K +$2.85K +25 +0.6%
GAMC
1389
Garner Asset Management Corp
Texas
$485K -$21.5K -189 -5%
CCM
1390
Chiron Capital Management
Florida
$484K -$78.2K -686 -15%
CAM
1391
Campion Asset Management
Virginia
$483K -$12K -105 -3%
PPC
1392
Park Place Capital
Alabama
$483K -$7.98K -70 -2%
RIG
1393
RiverFront Investment Group
Virginia
$482K -$14.4K -126 -3%
CGH
1394
CMG Global Holdings
Texas
$479K -$6.38K -56 -1%
AGC
1395
Aspen Grove Capital
Colorado
$479K +$14.1K +124 +3%
SC
1396
Searle & Co
Connecticut
$477K
NAS
1397
Nicolet Advisory Services
Wisconsin
$477K +$156K +1,367 +50%
IPW
1398
IronBridge Private Wealth
Texas
$476K
AA
1399
Alta Advisers
United Kingdom
$476K +$160K +1,400 +56%
BCG
1400
Breakwater Capital Group
New Jersey
$473K +$103K +900 +30%

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.