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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
Connor, Clark & Lunn Investment Management (CC&L)
1601
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345K -$30.4M -266,526 -99%
RZH
1602
Relyea Zuckerberg Hanson
Connecticut
$344K +$1.6K +14 +0.5%
CFSG
1603
Community Financial Services Group
Vermont
$344K -$194K -1,700 -38%
WCP
1604
Wealthcare Capital Partners
Pennsylvania
$343K +$7.29K +64 +2%
MAV
1605
Mason & Associates (Virginia)
Virginia
$343K +$342 +3 +0.1%
AWM
1606
Accel Wealth Management
Iowa
$341K -$30K -263 -9%
I
1607
INVST
Indiana
$341K -$29.4K -258 -8%
OWM
1608
OneAscent Wealth Management
Alabama
$341K -$19.5K -171 -6%
OBWG
1609
Onyx Bridge Wealth Group
New York
$341K +$7.29K +64 +2%
RMAM
1610
Raab & Moskowitz Asset Management
New Jersey
$341K
HWA
1611
Heartwood Wealth Advisors
Virginia
$340K
GCM
1612
Generation Capital Management
New York
$340K
NSG
1613
Nalls Sherbakoff Group
Tennessee
$339K +$317K +2,778 New
FWM
1614
Focused Wealth Management
New York
$338K +$316K +2,774 New
AAMC
1615
Asset Allocation & Management Company
Illinois
$338K
ICP
1616
Interchange Capital Partners
Pennsylvania
$338K +$3.19K +28 +1%
FHC
1617
First Heartland Consultants
Missouri
$338K -$5.7K -50 -2%
SIA
1618
SkyView Investment Advisors
New Jersey
$337K +$315K +2,760 New
HIS
1619
Horizon Investment Services
Indiana
$337K -$5.93K -52 -2%
NAMNJ
1620
NorthStar Asset Management (New Jersey)
New Jersey
$336K +$38K +333 +14%
PCMF
1621
Private Capital Management (Florida)
Florida
$334K
BWM
1622
Blossom Wealth Management
California
$334K -$2.85K -25 -0.9%
RSWM
1623
Robertson Stephens Wealth Management
California
$333K -$18.9K -166 -6%
FFG
1624
Fiduciary Financial Group
California
$333K +$11.6K +102 +4%
RFN
1625
RDA Financial Network
Iowa
$333K +$311K +2,727 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.