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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
VWA
1451
VSM Wealth Advisory
Maryland
$439K
QCIG
1452
Quad-Cities Investment Group
Iowa
$439K +$798 +7 +0.2%
SAM
1453
Secure Asset Management
Michigan
$438K +$160K +1,402 +64%
AIS
1454
AM Investment Strategies
Tennessee
$438K +$798 +7 +0.2%
MIP
1455
Marietta Investment Partners
Wisconsin
$437K
BW
1456
BXM Wealth
Colorado
$436K -$1.94K -17 -0.5%
FCA
1457
FLC Capital Advisors
California
$435K
EWA
1458
ERTS Wealth Advisors
Michigan
$435K -$12.9K -113 -3%
C
1459
Certuity
Florida
$434K +$20.2K +177 +5%
BCG
1460
BayBridge Capital Group
California
$434K -$826K -7,247 -67%
SIC
1461
Sterling Investment Counsel
New York
$433K +$33.2K +291 +9%
TCBWMS
1462
Texas Capital Bank Wealth Management Services
Texas
$433K +$404K +3,547 New
CFG
1463
Clayton Financial Group
Missouri
$431K +$342 +3 +0.1%
AF
1464
Aldebaran Financial
$431K -$1.48K -13 -0.4%
HDA
1465
Harold Davidson & Associates
California
$431K +$59.3K +520 +17%
PP
1466
PDS Planning
Ohio
$430K +$16.8K +147 +4%
SAM
1467
Smith Asset Management
Florida
$429K -$13.7K -120 -3%
MFWP
1468
Mosaic Family Wealth Partners
Missouri
$427K +$23.6K +207 +6%
AWAP
1469
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$425K -$6.16K -54 -2%
FCH
1470
Freestone Capital Holdings
Washington
$425K +$130K +1,143 +49%
VFP
1471
Verus Financial Partners
Virginia
$424K +$228 +2 +0.1%
BFG
1472
Birch Financial Group
New Hampshire
$424K +$396K +3,478 New
GBT
1473
Grove Bank & Trust
Florida
$423K -$266K -2,331 -40%
TPWA
1474
TRUE Private Wealth Advisors
Oregon
$423K +$19.4K +170 +5%
CW
1475
Code Waechter
Florida
$422K +$394K +3,456 New

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.