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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
TW
1851
TritonPoint Wealth
Maryland
$233K +$217K +1,907 New
MCM
1852
MV Capital Management
Maryland
$231K +$1.82K +16 +0.9%
PFG
1853
Prosperity Financial Group
California
$231K +$216K +1,896 New
GHAM
1854
Gilman Hill Asset Management
Connecticut
$231K
CMAI
1855
Capital Management Associates Inc
Minnesota
$231K +$216K +1,892 New
SCM
1856
Silvant Capital Management
Georgia
$230K
BFA
1857
Beaumont Financial Advisors
Massachusetts
$230K +$215K +1,885 New
LIA
1858
LifePlan Investment Advisors
North Carolina
$229K
AP
1859
Atwood & Palmer
Missouri
$229K +$60.4K +530 +39%
MA
1860
Mezzasalma Advisors
New Jersey
$229K +$214K +1,878 New
IWC
1861
Infinity Wealth Counsel
Ohio
$229K
PIA
1862
Pinion Investment Advisors
Kansas
$229K -$32.4K -284 -13%
CCM
1863
Crew Capital Management
Ohio
$228K +$214K +1,873 New
NFGCM
1864
Norman Fields Gottscho Capital Management
New York
$228K
FFG
1865
Frisch Financial Group
New York
$228K +$213K +1,872 New
BMC
1866
Benin Management Corp
Connecticut
$228K
EL
1867
EWA LLC
Pennsylvania
$228K +$213K +1,866 New
TF
1868
Trek Financial
Arizona
$227K +$212K +1,864 New
SPA
1869
Sherbrooke Park Advisers
New York
$227K -$389K -3,411 -65%
PAS
1870
Point72 Asia (Singapore)
Singapore
$227K +$212K +1,861 New
BW
1871
Balance Wealth
Ohio
$227K +$212K +1,859 New
MCM
1872
Mainstay Capital Management
Michigan
$227K +$212K +1,858 New
Jacobs Levy Equity Management
1873
Jacobs Levy Equity Management
New Jersey
$226K -$17.2M -151,177 -99%
AHC
1874
Adell Harriman & Carpenter
Texas
$226K +$212K +1,856 New
PL
1875
Plancorp LLC
Missouri
$226K +$212K +1,856 New

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.