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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
ES
1676
Eagle Strategies
New York
$305K +$285K +2,504 New
FG
1677
Foster Group
Iowa
$305K +$17.6K +154 +7%
SJL
1678
Shayne & Jacobs LLC
Tennessee
$305K
MWM
1679
Maltin Wealth Management
New Jersey
$305K +$285K +2,500 New
JAA
1680
Joel Adams & Associates
North Carolina
$304K
LA
1681
LexAurum Advisors
Kansas
$303K -$2.96K -26 -1%
GD
1682
Grandfield & Dodd
New York
$303K
RWI
1683
Red Wave Investments
Pennsylvania
$302K
UAS
1684
United Asset Strategies
New York
$302K -$37.8K -332 -12%
LAS
1685
Lloyd Advisory Services
Georgia
$302K -$17.9K -157 -6%
CH
1686
Cromwell Holdings
Wyoming
$301K
WAM
1687
Weatherly Asset Management
California
$301K +$114 +1 +0%
NSAM
1688
North Star Asset Management
Wisconsin
$300K -$18K -158 -6%
V
1689
VeraBank
Texas
$300K -$1.37K -12 -0.5%
TSWM
1690
Tyler-Stone Wealth Management
Ohio
$299K -$15.4K -135 -5%
SLG
1691
Stanley-Laman Group
Pennsylvania
$299K +$5.36K +47 +2%
VCM
1692
Versant Capital Management
Arizona
$299K +$154K +1,355 +123%
FA
1693
FDx Advisors
Illinois
$299K -$3.53K -31 -1%
WQ
1694
Wealth Quarterback
New Jersey
$299K +$1.6K +14 +0.6%
FFWA
1695
FRG Family Wealth Advisors
Washington
$299K -$1.14K -10 -0.4%
EFM
1696
E Fund Management
China
$299K +$65.8K +577 +31%
MFS
1697
Miller Financial Services
Michigan
$299K -$63.3K -555 -18%
FCA
1698
Fortis Capital Advisors
Kansas
$299K +$32.7K +287 +13%
CCFM
1699
Clear Creek Financial Management
Washington
$298K +$9.8K +86 +4%
TWP
1700
Triad Wealth Partners
Kansas
$297K +$37.4K +328 +16%

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.