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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
FMTCOCP
1751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$276K
TH
1752
TCTC Holdings
Texas
$275K +$48.7K +427 +23%
SMH
1753
Sanders Morris Harris
Texas
$274K
MWM
1754
Manske Wealth Management
Texas
$274K +$11.6K +102 +5%
SI
1755
Severin Investments
Missouri
$273K +$12.4K +109 +5%
GG
1756
Gleason Group
Kentucky
$273K -$17.9K -157 -7%
MPCG
1757
Matrix Private Capital Group
New York
$273K -$1.25K -11 -0.5%
PPG
1758
Peak Planning Group
Colorado
$273K +$21.9K +192 +9%
PIA
1759
Perennial Investment Advisors
California
$272K +$14.7K +129 +6%
SXL
1760
Summit X LLC
Missouri
$272K -$3.08K -27 -1%
MKC
1761
M. Kraus & Co
Vermont
$272K
IPW
1762
Intergy Private Wealth
Colorado
$271K +$12.5K +110 +5%
BWG
1763
Berry Wealth Group
Texas
$271K +$253K +2,222 New
AIA
1764
Alternative Investment Advisors
Florida
$271K +$798 +7 +0.3%
CSB
1765
City State Bank
Iowa
$270K
AWS
1766
Arkfeld Wealth Strategies
Nebraska
$270K +$1.6K +14 +0.6%
ST
1767
Smithfield Trust
Pennsylvania
$270K -$43.9K -385 -15%
LPT
1768
Legacy Private Trust
Wisconsin
$268K +$251K +2,200 New
CPA
1769
Capital Planning Advisors
California
$268K +$1.48K +13 +0.6%
OF
1770
Optimize Financial
California
$266K +$249K +2,183 New
RBC
1771
Roble Belko & Company
Pennsylvania
$266K
SIM
1772
Sentry Investment Management
Wisconsin
$265K -$77.3K -678 -23%
OPPS
1773
Obsidian Personal Planning Solutions
Maryland
$263K
CA
1774
Capital Advantage
California
$263K
CCM
1775
Canal Capital Management
Virginia
$261K -$506K -4,442 -68%

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.