We are live on ! Find out more
DUK icon

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
WorldQuant Millennium Advisors
126
WorldQuant Millennium Advisors
New York
$46.3M +$38.1M +333,828 +728%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$46.2M +$2.05M +17,977 +5%
Asset Management One
128
Asset Management One
Japan
$46.1M +$1.17M +10,284 +3%
ELC
129
Edgar Lomax Company
Virginia
$45.5M +$25.9M +227,485 +157%
CIC
130
Crawford Investment Counsel
Georgia
$44M +$140K +1,225 +0.3%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$43.6M -$771K -6,762 -2%
Renaissance Technologies
132
Renaissance Technologies
New York
$43.4M -$48.8M -428,249 -55%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$43.1M +$1.57M +13,780 +4%
Osaic Holdings
134
Osaic Holdings
Arizona
$42.8M +$1.49M +13,045 +4%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$42.1M -$1.34M -11,759 -3%
EIP
136
Energy Income Partners
Connecticut
$41.8M +$787K +6,904 +2%
MML Investors Services
137
MML Investors Services
Massachusetts
$41.8M +$2.63M +23,069 +7%
M&T Bank
138
M&T Bank
New York
$41M -$2.11M -18,493 -5%
FP
139
Foundry Partners
Minnesota
$40.2M +$6.35M +55,670 +20%
Cerity Partners
140
Cerity Partners
New York
$40.2M +$3.42M +30,023 +10%
GF
141
Gabelli Funds
New York
$39.9M -$205K -1,800 -0.5%
Creative Planning
142
Creative Planning
Kansas
$39.7M +$1.73M +15,200 +5%
HWA
143
Heritage Wealth Advisors
Virginia
$39.5M +$839K +7,364 +2%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.1M -$2.18M -19,094 -6%
Corient Private Wealth
145
Corient Private Wealth
Florida
$39.1M +$78.1K +685 +0.2%
RAM
146
Resona Asset Management
Japan
$39M +$2.13M +18,689 +6%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$38.1M +$1.79M +15,747 +5%
SI
148
Stephens Inc
Arkansas
$36M +$2.08M +18,231 +7%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$35.6M +$2.39M +20,942 +8%
GC
150
Guggenheim Capital
Illinois
$35M +$3.34M +29,289 +11%

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.