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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
GM
1826
GeoWealth Management
Illinois
$241K -$32.9K -289 -13%
WBC
1827
West Branch Capital
Massachusetts
$241K -$6.38K -56 -3%
APW
1828
Aventura Private Wealth
Florida
$241K +$1.6K +14 +0.7%
SIS
1829
Strategic Investment Solutions
Illinois
$240K +$4.1K +36 +2%
PWM
1830
Provident Wealth Management
Tennessee
$239K
DWM
1831
Darwin Wealth Management
Florida
$239K
MF
1832
Meridian Financial
Massachusetts
$239K
PIM
1833
Plato Investment Management
Australia
$239K
RRCM
1834
Rappaport Reiches Capital Management
Illinois
$238K +$223K +1,953 New
TI
1835
tru Independence
Oregon
$238K +$2.28K +20 +1%
HBW
1836
Hazlett, Burt & Watson
West Virginia
$238K -$8.32K -73 -4%
PVI
1837
Pine Valley Investments
New Jersey
$237K +$4.67K +41 +2%
SHFP
1838
Second Half Financial Partners
Florida
$237K -$3.42K -30 -2%
PMSA
1839
Patrick M. Sweeney & Associates
Illinois
$236K +$114 +1 +0.1%
AG
1840
AlTi Global
New York
$236K -$24.3K -213 -10%
LWM
1841
Liberty Wealth Management
California
$236K -$9.46K -83 -4%
GP
1842
Greenline Partners
New York
$235K +$3.19K +28 +1%
BMCM
1843
Bryn Mawr Capital Management
Pennsylvania
$235K +$220K +1,927 New
GA
1844
Goldstein Advisors
Wisconsin
$235K +$220K +1,927 New
EHWM
1845
Eads & Heald Wealth Management
Georgia
$235K
WAC
1846
William Allan Corp
Colorado
$233K +$218K +1,910 New
HIA
1847
Harbor Investment Advisory
Maryland
$233K +$20.1K +176 +10%
CAM
1848
Cypress Asset Management
Texas
$233K -$30.4K -267 -12%
KCAM
1849
Kagan Cocozza Asset Management
New Jersey
$233K -$6.84K -60 -3%
SIS
1850
Sound Income Strategies
Florida
$233K +$43.8K +384 +25%

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.