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
WKWM
1551
Walter & Keenan Wealth Management
Indiana
$377K +$19.9K +175 +6%
MWP
1552
Meridian Wealth Partners
Pennsylvania
$377K -$9.57K -84 -3%
MA
1553
MCF Advisors
Kentucky
$376K -$13K -114 -4%
TBT
1554
Texas Bank & Trust
Texas
$376K -$456 -4 -0.1%
SIC
1555
Sigma Investment Counselors
Michigan
$375K
USB
1556
Union Savings Bank
Connecticut
$375K
BFAG
1557
Blackston Financial Advisory Group
Florida
$374K -$34.8K -305 -9%
LIA
1558
LSP Investment Advisors
New York
$373K
AWP
1559
Atlas Wealth Partners
Pennsylvania
$373K +$54.1K +475 +18%
GWA
1560
GGM Wealth Advisors
Maryland
$373K +$2.28K +20 +0.7%
SN
1561
Sittner & Nelson
Oregon
$372K
EB
1562
Exchange Bank
California
$371K
JWM
1563
Jackson Wealth Management
Florida
$371K
PFA
1564
Pure Financial Advisors
California
$370K +$64.3K +564 +23%
RWP
1565
Revolve Wealth Partners
New Jersey
$370K +$9.57K +84 +3%
MWA
1566
Midland Wealth Advisors
Illinois
$370K -$173K -1,519 -33%
ABWM
1567
Alpine Bank Wealth Management
Colorado
$370K +$345K +3,031 New
NG
1568
Novem Group
New York
$370K +$28K +246 +9%
NHT
1569
New Hampshire Trust
New Hampshire
$369K -$105K -919 -23%
EFSCE
1570
Enterprise Financial Services Corp (EFSC)
Missouri
$368K -$12.2K -107 -3%
MSWMA
1571
Market Street Wealth Management Advisors
Indiana
$368K +$12.5K +110 +4%
MA
1572
MKT Advisors
California
$368K -$17.1K -150 -5%
RBWA
1573
RFG - Bristol Wealth Advisors
Massachusetts
$367K +$11.7K +103 +4%
CIG
1574
Cascade Investment Group
Colorado
$367K
JC
1575
JB Capital
Connecticut
$366K +$15.2K +133 +5%

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.