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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
SA
1801
Shilanski & Associates
Alaska
$251K -$1.82K -16 -0.8%
FFB
1802
First Financial Bankshares
Texas
$250K
LBA
1803
Letko, Brosseau & Associates
Quebec, Canada
$250K -$234K -2,050 -50%
OL
1804
OneFund LLC
Florida
$250K +$228 +2 +0.1%
GAA
1805
Global Assets Advisory
Florida
$249K +$244K +2,138 New
FGWP
1806
Founders Grove Wealth Partners
Virginia
$249K
SFO
1807
Stokes Family Office
Louisiana
$249K -$31.1K -273 -12%
OPTFSNA
1808
Old Point Trust & Financial Services N A
Virginia
$248K +$108K +948 +88%
CWM
1809
CarsonAllaria Wealth Management
Illinois
$247K +$1.37K +12 +0.6%
TFG
1810
Taylor Financial Group
Virginia
$246K +$230K +2,019 New
CWIG
1811
Chung Wu Investment Group
Texas
$246K
CP
1812
Castleview Partners
Texas
$246K -$15.7K -138 -6%
AFW
1813
Atlantic Family Wealth
Florida
$246K +$14.1K +124 +7%
MCCA
1814
Mill Creek Capital Advisors
Pennsylvania
$245K +$229K +2,007 New
SWP
1815
Semus Wealth Partners
Florida
$244K +$1.82K +16 +0.8%
PJWM
1816
Philip James Wealth Mangement
Georgia
$244K -$20.3K -178 -8%
BBNA
1817
Bremer Bank National Association
Minnesota
$244K
GCM
1818
Graver Capital Management
Ohio
$244K
WCA
1819
Westover Capital Advisors
Delaware
$244K
LKIM
1820
Lawson Kroeker Investment Management
Nebraska
$243K
LCM
1821
Liberty Capital Management
Michigan
$243K +$227K +1,991 New
UWP
1822
Uniting Wealth Partners
Kansas
$242K +$456 +4 +0.2%
SWA
1823
SFMG Wealth Advisors
Texas
$242K +$1.82K +16 +0.8%
VHAM
1824
Van Hulzen Asset Management
California
$242K -$228 -2 -0.1%
COCM
1825
Charter Oak Capital Management
New Hampshire
$242K +$2.05K +18 +0.9%

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.