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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
CPSC
1626
Carl P. Sherr & Co
Massachusetts
$332K
WSA
1627
Warm Springs Advisors
California
$330K +$11.4K +100 +4%
FH
1628
FWG Holdings
Florida
$330K +$912 +8 +0.3%
FBT
1629
First Bankers Trust
Kentucky
$330K -$67.9K -596 -18%
CCC
1630
Chelsea Counsel Company
California
$329K
BA
1631
Bridgewater Advisors
New York
$329K +$308K +2,702 New
JWBC
1632
J.W. Burns & Co
New York
$328K -$75.9K -666 -20%
MSFP
1633
Mark Sheptoff Financial Planning
Connecticut
$327K
MHR
1634
Matthew Hamilton Rosenberg
$327K -$342 -3 -0.1%
MHC
1635
May Hill Capital
Massachusetts
$327K +$1.94K +17 +0.6%
RDFA
1636
Ritter Daniher Financial Advisory
Ohio
$326K +$228 +2 +0.1%
DWM
1637
Drive Wealth Management
Utah
$325K +$63.9K +561 +27%
TAM
1638
Titleist Asset Management
Texas
$324K -$26.1K -229 -8%
BFA
1639
Buttonwood Financial Advisors
Maryland
$324K -$5.24K -46 -2%
MPM
1640
MBB Public Markets
Illinois
$323K +$302K +2,651 New
VCAM
1641
Van Cleef Asset Management
Ohio
$323K -$11.4K -100 -4%
OA
1642
Oxbow Advisors
Texas
$323K +$302K +2,649 New
GAM
1643
Griffin Asset Management
New York
$323K +$1.25K +11 +0.4%
FMI
1644
F/M Investments
District of Columbia
$322K -$100K -881 -25%
SIG
1645
Spinnaker Investment Group
California
$322K +$114 +1 +0%
LIG
1646
Lokken Investment Group
Delaware
$321K +$9.57K +84 +3%
PCP
1647
Proficio Capital Partners
Massachusetts
$321K +$1.48K +13 +0.5%
CCA
1648
Cravens & Co Advisors
Tennessee
$320K +$342 +3 +0.1%
RFS
1649
Richardson Financial Services
Massachusetts
$320K +$4.33K +38 +1%
HGA
1650
Hobbs Group Advisors
South Carolina
$320K -$39.7K -348 -12%

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.