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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
WIS
1401
Wright Investors Service
Connecticut
$473K -$42.3K -371 -9%
SEIA
1402
Signature Estate & Investment Advisors
California
$473K +$81.4K +714 +23%
CB
1403
Centennial Bank
Arkansas
$472K -$41K -360 -9%
FEM
1404
Fulcrum Equity Management
Texas
$472K +$2.96K +26 +0.7%
CC
1405
Cadinha & Co
Hawaii
$471K -$34.2K -300 -7%
SMA
1406
Sage Mountain Advisors
Georgia
$469K +$438K +3,844 New
FBC
1407
Fairfield, Bush & Co
Connecticut
$468K +$45.6K +400 +12%
NCM
1408
NCM Capital Management
New Jersey
$467K -$22.6K -198 -5%
IA
1409
IFC Advisors
California
$467K -$15.3K -134 -3%
AIA
1410
Arbor Investment Advisors
North Carolina
$466K -$29.1K -255 -6%
AL
1411
Aspiriant LLC
California
$466K +$8.44K +74 +2%
BAAM
1412
Baker Avenue Asset Management
California
$465K -$59.7K -524 -12%
MAM
1413
Marotta Asset Management
Virginia
$464K +$5.13K +45 +1%
AWAU
1414
Alliance Wealth Advisors (Utah)
Utah
$464K -$28K -246 -6%
WDA
1415
Wendell David Associates
New Hampshire
$464K -$164K -1,438 -27%
OCG
1416
Opus Capital Group
Ohio
$464K -$13.7K -120 -3%
SAI
1417
Savvy Advisors Inc
New York
$463K +$45.8K +402 +12%
OFG
1418
OmniStar Financial Group
North Carolina
$463K -$70.3K -617 -14%
BCMLT
1419
Beacon Capital Management LLC (Tennessee)
Tennessee
$463K +$8.66K +76 +2%
MAG
1420
Mayfair Advisory Group
Alabama
$461K
CCA
1421
Clearwater Capital Advisors
Illinois
$460K -$126K -1,109 -23%
KWMG
1422
King Wealth Management Group
Florida
$460K +$29K +254 +7%
AWM
1423
Absher Wealth Management
North Carolina
$460K +$6.61K +58 +2%
BTWM
1424
Brass Tax Wealth Management
Ohio
$459K +$37K +325 +9%
BW
1425
BIP Wealth
Georgia
$459K +$3.65K +32 +0.9%

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.