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
EA
1776
Everpar Advisors
Oklahoma
$260K +$243K +2,129 New
CG
1777
Curat Global
New Hampshire
$260K +$233K +2,043 New
AWM
1778
Angeles Wealth Management
California
$259K +$18.5K +162 +8%
NWMG
1779
Nicholson Wealth Management Group
South Carolina
$259K
PCM
1780
Prelude Capital Management
New York
$259K +$30.5K +268 +14%
EIM
1781
Essex Investment Management
Massachusetts
$259K -$684 -6 -0.3%
AA
1782
Auxano Advisors
Washington
$258K +$2.85K +25 +1%
LCWP
1783
Legacy Capital Wealth Partners
Arkansas
$258K +$13.6K +119 +6%
RWA
1784
Redhawk Wealth Advisors
Minnesota
$258K +$2.05K +18 +0.9%
PTCG
1785
Pring Turner Capital Group
California
$257K +$19.7K +173 +9%
PIM
1786
Penobscot Investment Management
Massachusetts
$257K +$240K +2,106 New
RFA
1787
RTD Financial Advisors
Pennsylvania
$256K +$240K +2,102 New
LAM
1788
Longboard Asset Management
Arizona
$256K
WAM
1789
WealthTrust Asset Management
Florida
$256K +$912 +8 +0.4%
HT
1790
Heritage Trust
Oklahoma
$256K -$42.4K -372 -15%
BF
1791
bLong Financial
Tennessee
$254K
WAG
1792
Winthrop Advisory Group
Massachusetts
$254K -$1.37K -12 -0.6%
UAG
1793
United Advisor Group
Ohio
$254K -$124K -1,091 -34%
PCA
1794
Peddock Capital Advisors
Massachusetts
$253K +$1.82K +16 +0.8%
SRC
1795
Stone Run Capital
New York
$253K
AF
1796
Abound Financial
California
$252K +$1.82K +16 +0.8%
FA
1797
Fountainhead AM
New Jersey
$252K +$2.51K +22 +1%
PTB
1798
Pioneer Trust Bank
Oregon
$252K +$236K +2,066 New
FFM
1799
Forum Financial Management
Illinois
$251K +$228 +2 +0.1%
MFC
1800
Mechanics Financial Corp
Ohio
$251K

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.