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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
WPI
1576
Walter Public Investments
Canada
$366K
FA
1577
Fiducient Advisors
Illinois
$366K +$342K +3,000 New
QC
1578
Quent Capital
New York
$365K +$9.8K +86 +3%
DS
1579
DRW Securities
Illinois
$364K +$341K +2,988 New
UCI
1580
Uncommon Cents Investing
Wisconsin
$362K -$570 -5 -0.2%
BSSFA
1581
Baron Silver Stevens Financial Advisors
Florida
$360K -$10.8K -95 -3%
TCA
1582
Transcend Capital Advisors
New Jersey
$360K -$22.7K -199 -6%
VST
1583
Van Strum & Towne
California
$358K +$335K +2,939 New
CBT
1584
Central Bank & Trust
Kentucky
$356K +$23.3K +204 +8%
BTW
1585
Boston Trust Walden
Massachusetts
$356K
SAM
1586
Sequent Asset Management
Texas
$356K +$333K +2,918 New
SWM
1587
SpringVest Wealth Management
Texas
$355K -$12K -105 -3%
ARC
1588
Advisor Resource Council
Texas
$354K +$331K +2,906 New
PA
1589
PSI Advisors
Florida
$354K -$241K -2,112 -42%
EIP
1590
Ellis Investment Partners
Pennsylvania
$353K +$47.3K +415 +17%
AWA
1591
AmeriServ Wealth Advisors
Pennsylvania
$352K -$23.1K -203 -7%
CWM
1592
Calamos Wealth Management
Illinois
$350K +$4.79K +42 +1%
IAMOG
1593
Investors Asset Management of Georgia
Georgia
$349K -$9.46K -83 -3%
MAWA
1594
Moss Adams Wealth Advisors
Washington
$349K +$87.1K +764 +36%
BAM
1595
Berkshire Asset Management
Pennsylvania
$349K -$912 -8 -0.3%
HF
1596
Holcombe Financial
Georgia
$348K
KC
1597
Knuff & Co
California
$348K +$158K +1,388 +95%
WA1
1598
Wimmer Associates 1
California
$346K
IPWA
1599
International Private Wealth Advisors
California
$346K +$10.7K +94 +3%
OL
1600
Optas LLC
Texas
$345K +$25.2K +221 +8%

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.