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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
RCWM
1651
Royal Capital Wealth Management
Indiana
$319K
PK
1652
Pflug Koory
Nebraska
$319K -$1.25K -11 -0.4%
PWM
1653
Partnership Wealth Management
Maryland
$319K
EWM
1654
Elmwood Wealth Management
California
$318K -$11.4K -100 -4%
CNBTD
1655
Citizens National Bank Trust Department
Mississippi
$318K -$19.9K -175 -6%
RPC
1656
Rossmore Private Capital
Connecticut
$316K -$96.2K -844 -25%
OWA
1657
Opal Wealth Advisors
New York
$314K +$47K +412 +19%
FNT
1658
First Nebraska Trust
Nebraska
$314K -$1.71K -15 -0.6%
Kayne Anderson Rudnick Investment Management
1659
Kayne Anderson Rudnick Investment Management
California
$314K -$3.08K -27 -1%
CWM
1660
Centurion Wealth Management
Virginia
$313K
ITIM
1661
Indiana Trust & Investment Management
Indiana
$312K +$47.3K +415 +19%
DOA
1662
D'Orazio & Associates
Virginia
$312K -$21.5K -189 -7%
AMM
1663
American Money Management
California
$312K
EC
1664
EntryPoint Capital
New York
$312K +$291K +2,554 New
HPIA
1665
Hamilton Point Investment Advisors
North Carolina
$311K +$5.81K +51 +2%
RWM
1666
Riverbend Wealth Management
South Carolina
$311K +$2.51K +22 +0.9%
LCM
1667
Lazari Capital Management
California
$310K +$1.71K +15 +0.6%
VA
1668
VestGen Advisors
Illinois
$309K +$289K +2,533 New
BWCS
1669
Beirne Wealth Consulting Services
Connecticut
$309K +$798 +7 +0.3%
CAWM
1670
Capital Advisors Wealth Management
Washington
$307K +$11.9K +104 +4%
MCA
1671
Magnolia Capital Advisors
Mississippi
$307K -$3.99K -35 -1%
LCM
1672
LCM Capital Management
Illinois
$307K
SPWG
1673
Syntegra Private Wealth Group
Missouri
$306K +$2.85K +25 +1%
SW
1674
Schulz Wealth
Texas
$306K
WTA
1675
Washington Trust Advisors
Massachusetts
$306K

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.