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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
SAM
1526
Sawgrass Asset Management
Florida
$387K -$11.2K -98 -3%
BMC
1527
Beaton Management Company
Massachusetts
$387K -$15.3K -134 -4%
MCM
1528
Marathon Capital Management
Maryland
$387K -$11.4K -100 -3%
CIS
1529
Connors Investor Services
Pennsylvania
$387K -$7.41K -65 -2%
PIP
1530
Peachtree Investment Partners
Florida
$386K +$56K +491 +18%
4WM
1531
44 Wealth Management
Oregon
$386K
BHPW
1532
Beverly Hills Private Wealth
California
$386K +$7.29K +64 +2%
AG
1533
AmeriFlex Group
Nevada
$386K
BWM
1534
BKM Wealth Management
Wisconsin
$386K -$114 -1 -0%
FAN
1535
Financial Advisors Network
California
$386K +$9.23K +81 +3%
MGAM
1536
McGowan Group Asset Management
Texas
$385K +$9.46K +83 +3%
SAM
1537
Summit Asset Management
Tennessee
$385K -$91.2K -800 -20%
CT
1538
Clearstead Trust
Maine
$384K -$21.3K -187 -6%
FA
1539
Fagan Associates
New York
$384K -$3.08K -27 -0.8%
WPA
1540
West Paces Advisors
Georgia
$383K -$55.3K -485 -13%
XWM
1541
Xcel Wealth Management
Florida
$383K
EW
1542
Evoke Wealth
California
$382K +$66.2K +581 +23%
NPF
1543
Norris Perne & French
Michigan
$380K -$9.12K -80 -3%
CNBOF
1544
City National Bank of Florida
Florida
$379K +$37.8K +332 +12%
CS
1545
Cannell & Spears
New York
$379K -$53.5K -469 -13%
UF
1546
Univest Financial
Pennsylvania
$379K -$29.5K -259 -8%
BWM
1547
Baron Wealth Management
Michigan
$379K +$27.6K +242 +8%
WC
1548
Westhampton Capital
North Carolina
$378K
MIC
1549
Means Investment Company
Maine
$378K -$43.9K -385 -11%
CW
1550
Channel Wealth
California
$377K +$2.51K +22 +0.7%

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.