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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
CAM
1701
Cozad Asset Management
Illinois
$295K +$26.6K +233 +11%
LFG
1702
Lockerman Financial Group
California
$295K +$2.51K +22 +0.9%
CPRC
1703
Consolidated Portfolio Review Corp
New York
$295K +$114 +1 +0%
YLHM
1704
Yelin Lapidot Holdings Management
Israel
$295K -$83.7K -734 -23%
HCA
1705
Horan Capital Advisors
Ohio
$294K +$35.3K +310 +15%
PWM
1706
Partners Wealth Management
California
$294K -$15.2K -133 -5%
KOC
1707
Koss-Olinger Consulting
Florida
$294K +$275K +2,413 New
DE
1708
Diversified Enterprises
Delaware
$294K +$275K +2,410 New
KCM
1709
Kathmere Capital Management
Pennsylvania
$294K +$275K +2,410 New
KBFS
1710
Kohmann Bosshard Financial Services
Ohio
$293K -$11.4K -100 -4%
TAM
1711
Tucker Asset Management
Colorado
$293K -$17.9K -157 -6%
CRI
1712
Colonial River Investments
Virginia
$293K -$9.46K -83 -3%
HWM
1713
Howard Wealth Management
Connecticut
$293K +$798 +7 +0.3%
RAM
1714
Revere Asset Management
Texas
$293K -$101K -890 -27%
AA
1715
Apriem Advisors
California
$293K
AFGAS
1716
Allegiance Financial Group Advisory Services
Virginia
$292K +$273K +2,397 New
JF
1717
Joule Financial
Kentucky
$292K +$5.7K +50 +2%
MEAC
1718
M.E. Allison & Co
Texas
$291K +$228 +2 +0.1%
CPC
1719
Consolidated Planning Corp
Georgia
$291K -$41.9K -368 -13%
KSB
1720
Kennebec Savings Bank
Maine
$291K -$129K -1,136 -32%
FPWM
1721
FSB Premier Wealth Management
Iowa
$291K -$33.5K -294 -11%
TFP
1722
Tilia Fiduciary Partners
North Carolina
$288K +$456 +4 +0.2%
PP
1723
Patron Partners
Texas
$287K
KIA
1724
Kraematon Investment Advisors
Massachusetts
$287K -$36.6K -321 -12%
PBK
1725
Peoples Bank (Kansas)
Kansas
$287K -$47.4K -416 -15%

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.