We are live on ! Find out more
DUK icon

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
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$34.8M +$7.87M +69,060 +32%
MSV
152
MN Services Vermogensbeheer
Netherlands
$34.7M -$2.2M -19,300 -6%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$34.3M -$16.4M -143,791 -34%
LOIM
154
Liberty One Investment Management
Illinois
$34.1M -$156K -1,365 -0.5%
Nomura Asset Management
155
Nomura Asset Management
Japan
$33.6M +$1.74M +15,237 +6%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$32.6M +$1.56M +13,647 +5%
ETC
157
Exchange Traded Concepts
Oklahoma
$32.5M +$7.86M +68,939 +35%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$32.3M -$609K -5,343 -2%
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$31.9M -$3.05M -26,714 -9%
Comerica Bank
160
Comerica Bank
Texas
$31.6M -$796K -6,982 -3%
Man Group
161
Man Group
United Kingdom
$31.5M +$14.3M +125,139 +94%
VanEck Associates
162
VanEck Associates
New York
$31.1M +$1.71M +14,996 +6%
CB
163
Commerce Bank
Missouri
$30.7M -$783K -6,873 -3%
MAM
164
Magellan Asset Management
Australia
$30.7M +$209K +1,833 +0.7%
PR
165
Payden & Rygel
California
$30.3M +$946K +8,300 +3%
FAF
166
Första AP-fonden
Sweden
$30M -$593K -5,200 -2%
FMLI
167
Fukoku Mutual Life Insurance
Japan
$29.8M -$10.3K -90 -0%
Fidelity International
168
Fidelity International
Bermuda
$28.8M +$13.3M +116,457 +97%
DADC
169
D.A. Davidson & Co
Montana
$28.6M +$564K +4,948 +2%
SO
170
STRS Ohio
Ohio
$28M -$609K -5,341 -2%
TNB
171
Thomasville National Bank
Georgia
$27.9M +$669K +5,871 +3%
YCM
172
Yaupon Capital Management
New York
$27.9M +$63.8K +560 +0.2%
ASRS
173
Arizona State Retirement System
Arizona
$27.7M +$463K +4,063 +2%
ST
174
Sabal Trust
Florida
$27.1M -$265K -2,328 -1%
HNB
175
Huntington National Bank
Ohio
$26.4M +$1.48M +12,947 +6%

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.