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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
SCP
1726
Sivia Capital Partners
California
$286K +$10.4K +91 +4%
FRA
1727
Front Row Advisors
California
$286K -$110K -968 -29%
TWM
1728
Tradition Wealth Management
Minnesota
$284K -$1.03K -9 -0.4%
PFA
1729
Pettinga Financial Advisors
Indiana
$283K
PB
1730
Pinnacle Bancorp
Nebraska
$283K +$2.85K +25 +1%
AHL
1731
Abel Hall LLC
Louisiana
$282K +$263K +2,308 New
BCCM
1732
Bridge Creek Capital Management
Massachusetts
$281K
ISFAN
1733
Investor's Fiduciary Advisor Network
Washington
$281K -$64.6K -567 -20%
MAM
1734
Mainsail Asset Management
Alabama
$281K +$3.53K +31 +1%
FFC
1735
First Financial Corp
Indiana
$281K -$25.1K -220 -9%
VCM
1736
Virtue Capital Management
Tennessee
$280K +$30.7K +269 +13%
SF
1737
Slagle Financial
Illinois
$280K -$35.2K -309 -12%
S
1738
Sunpointe
Missouri
$279K +$1.48K +13 +0.6%
HWMG
1739
Hurlow Wealth Management Group
Indiana
$279K +$228 +2 +0.1%
BST
1740
Bath Savings Trust
Maine
$279K +$2.85K +25 +1%
WI
1741
WrapManager Inc
California
$278K -$22K -193 -8%
TSMHT
1742
Thurston Springer Miller Herd & Titak
Indiana
$278K +$12.8K +112 +5%
TA
1743
TrueWealth Advisors
Alabama
$278K -$1.71K -15 -0.7%
SL
1744
Sentinus LLC
Illinois
$278K -$16.2K -142 -6%
MAM
1745
McLean Asset Management
Virginia
$278K -$21.2K -186 -7%
1WM
1746
1900 Wealth Management
Texas
$278K +$114 +1 +0%
VFPW
1747
Vantage Financial Partners (Wisconsin)
Wisconsin
$277K -$2.17K -19 -0.8%
AIM
1748
Alhambra Investment Management
Florida
$277K +$10.3K +90 +4%
LRPA
1749
L. Roy Papp & Associates
Arizona
$276K
SWM
1750
Salvus Wealth Management
New Jersey
$276K +$24.6K +216 +11%

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.