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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
CFS
1501
Commonwealth Financial Services
West Virginia
$403K -$4.1K -36 -1%
MWM
1502
Mindset Wealth Management
Indiana
$403K +$114K +1,000 +43%
CAAS
1503
Capital Asset Advisory Services
Michigan
$402K -$52.1K -457 -12%
CIA
1504
Cladis Investment Advisory
Montana
$401K -$114 -1 -0%
SIA
1505
Soltis Investment Advisors
Utah
$400K -$5.81K -51 -2%
BFM
1506
Boothbay Fund Management
New York
$400K +$374K +3,278 New
CCA
1507
Childress Capital Advisors
Texas
$399K +$22K +193 +6%
DSC
1508
Duncker Streett & Co
Missouri
$398K
APWA
1509
Atlas Private Wealth Advisors
New Jersey
$398K -$117K -1,030 -24%
MAM
1510
MWA Asset Management
Massachusetts
$398K
CIM
1511
CIM Investment Management
Pennsylvania
$398K -$342 -3 -0.1%
HFP
1512
Holistic Financial Partners
Indiana
$397K +$371K +3,253 New
CL
1513
CVFG LLC
Indiana
$396K +$21.2K +186 +6%
LIA
1514
LBMC Investment Advisors
Tennessee
$395K +$114 +1 +0%
LC
1515
Lindbrook Capital
California
$395K +$4.56K +40 +1%
PHWM
1516
Pine Harbor Wealth Management
Maryland
$395K +$228 +2 +0.1%
TFO
1517
Timonier Family Office
North Carolina
$395K -$15.6K -137 -4%
CST
1518
Charles Schwab Trust
Nevada
$391K +$22.8K +200 +7%
BWA
1519
Bestgate Wealth Advisors
Maryland
$390K -$2.62K -23 -0.7%
AWM
1520
Avior Wealth Management
Nebraska
$390K -$396K -3,476 -52%
BC
1521
Burney Company
Virginia
$389K -$22.2K -195 -6%
NSIM
1522
North Star Investment Management
Illinois
$388K
DJSG
1523
D.J. St. Germain
Massachusetts
$388K -$164K -1,438 -31%
BBNB
1524
Baker Boyer National Bank
Washington
$388K
LOIP
1525
Live Oak Investment Partners
Texas
$388K +$362K +3,178 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.