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Duke Energy
DUK

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: 23 → 30 (+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: 2,200 → 2,265 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
3
Raymond James Financial
Raymond James Financial
Florida
+$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$191M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$214M
2
Cohen & Steers
Cohen & Steers
New York
-$172M
3
ECM
ExodusPoint Capital Management
New York
-$164M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$143M
5
American Century Companies
American Century Companies
Missouri
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1426
Meriwether Wealth & Planning
Louisiana
$458K +$13.5K +118 +3%
AIP
1427
Almanack Investment Partners
Pennsylvania
$458K -$14.6K -128 -3%
MIC
1428
Meridian Investment Counsel
California
$457K – – –
WEG
1429
World Equity Group
Illinois
$456K +$66.3K +582 +18%
GPW
1430
Genesis Private Wealth
Virginia
$456K -$2.51K -22 -0.6%
AFAS
1431
Acorn Financial Advisory Services
Virginia
$456K +$55.9K +490 +15%
AA
1432
ALPS Advisors
Colorado
$456K +$122K +1,068 +40%
BOPW
1433
Brandywine Oak Private Wealth
Pennsylvania
$455K -$6.72K -59 -2%
PD
1434
Point72 (DIFC)
United Arab Emirates
$455K -$2.86M -25,102 -87%
WA
1435
Waddell & Associates
Tennessee
$454K – – –
LSPW
1436
Lake Street Private Wealth
Illinois
$453K +$31.3K +275 +8%
RWM
1437
Revisor Wealth Management
Ohio
$451K +$187K +1,641 +80%
PIMG
1438
Patriot Investment Management Group
Tennessee
$449K – – –
AGA
1439
Arkos Global Advisors
Texas
$448K +$140K +1,232 +50%
BC
1440
Broadwater Capital
Massachusetts
$447K – – –
HS
1441
Horan Securities
United States
$447K +$14.7K +129 +4%
BS
1442
Brighton Securities
New York
$447K +$1.37K +12 +0.3%
FWTB
1443
First Western Trust Bank
Colorado
$445K – – –
KP
1444
Keel Point
Alabama
$444K +$46.7K +410 +13%
BWM
1445
Birchcreek Wealth Management
Ohio
$443K – – –
GB
1446
Goepper Burkhardt
South Carolina
$443K -$2.28K -20 -0.5%
DAS
1447
Diversify Advisory Services
Utah
$442K -$12.1K -106 -3%
OS
1448
Objectivity Squared
South Carolina
$442K +$228 +2 +0.1%
ECM
1449
Evergreen Capital Management
Washington
$440K +$34.1K +299 +9%
AC
1450
Aldebaran Capital
Indiana
$439K – – –
56 57
58
59 60

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.