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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
GI
1476
Gradient Investments
Minnesota
$421K +$114K +1,003 +41%
SFP
1477
Sandbox Financial Partners
Maryland
$420K +$1.03K +9 +0.3%
FAM
1478
Flaharty Asset Management
Florida
$420K
API
1479
Asset Planning Inc
California
$419K +$570 +5 +0.1%
FCFC
1480
First Citizens Financial Corp
Iowa
$418K
RFA
1481
Resurgent Financial Advisors
Georgia
$418K -$11.4K -100 -3%
YP
1482
YANKCOM Partnership
South Dakota
$416K -$200K -1,752 -34%
RWM
1483
RKL Wealth Management
Pennsylvania
$415K +$388K +3,404 New
OFS
1484
OMC Financial Services
New York
$412K +$456 +4 +0.1%
CFS
1485
CRA Financial Services
New Jersey
$410K
CB
1486
CNB Bank
Pennsylvania
$409K -$118K -1,034 -24%
SWIG
1487
Strategic Wealth Investment Group
Kentucky
$408K -$9.47M -83,083 -96%
FPW
1488
Fairvoy Private Wealth
Alabama
$408K +$7.98K +70 +2%
WBWA
1489
William B. Walkup & Associates
South Carolina
$408K
FHA
1490
Flagship Harbor Advisors
Massachusetts
$406K -$105K -924 -22%
PG
1491
Prostatis Group
Maryland
$406K -$34.2K -300 -8%
LA
1492
Latitude Advisors
Florida
$406K -$61.7K -541 -14%
MWA
1493
Muirfield Wealth Advisors
North Carolina
$405K +$3.19K +28 +0.8%
QWP
1494
Quotient Wealth Partners
Texas
$405K +$25.2K +221 +7%
FBFS
1495
First Business Financial Services
Wisconsin
$404K -$28.5K -250 -7%
CG
1496
CFO4Life Group
Texas
$404K -$67K -588 -15%
CFA
1497
CWS Financial Advisors
Michigan
$404K
BIA
1498
Beacon Investment Advisors
Maryland
$403K +$14.1K +124 +4%
LAM
1499
L2 Asset Management
Massachusetts
$403K +$37K +325 +11%
ASC
1500
Atalanta Sosnoff Capital
New York
$403K +$56.1K +492 +18%

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.