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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
OAM
1876
Ostrum Asset Management
France
$226K -$5.58K -49 -3%
PS
1877
Planned Solutions
California
$226K +$211K +1,852 New
1WA
1878
180 Wealth Advisors
Washington
$226K +$211K +1,850 New
HP
1879
Holistic Planning
Texas
$226K +$211K +1,850 New
BWL
1880
Beacon Wealthcare LLC
North Carolina
$225K +$211K +1,848 New
BRA
1881
Bender Robert & Associates
California
$225K +$211K +1,848 New
TWP
1882
Tower Wealth Partners
Pennsylvania
$225K +$210K +1,846 New
LSIA
1883
LaSalle St. Investment Advisors
Illinois
$225K +$211K +1,849 New
WCG
1884
Weaver Consulting Group
California
$225K +$210K +1,842 New
AW
1885
Alteri Wealth
California
$224K -$23.6K -207 -10%
TP
1886
Tranquility Partners
Tennessee
$224K +$209K +1,833 New
AA
1887
Aufman Associates
Pennsylvania
$223K +$208K +1,828 New
RFA
1888
Reyes Financial Architecture
California
$223K +$9.46K +83 +5%
GF
1889
Gries Financial
Ohio
$223K +$208K +1,826 New
OWP
1890
Obermeyer Wealth Partners
Colorado
$222K +$208K +1,824 New
AAS
1891
Annex Advisory Services
Wisconsin
$222K +$207K +1,820 New
LS
1892
Leelyn Smith
Illinois
$221K +$207K +1,815 New
JPMIA
1893
J.P. Marvel Investment Advisors
Massachusetts
$221K +$206K +1,811 New
FFS
1894
Founders Financial Securities
Maryland
$221K +$208K +1,829 New
TCM
1895
Tradewinds Capital Management
Washington
$221K
BOM
1896
Bank of Marin
California
$221K +$206K +1,809 New
RWMG
1897
Redwood Wealth Management Group
New Jersey
$221K +$206K +1,808 New
CSPIA
1898
Cary Street Partners Investment Advisory
Virginia
$220K +$21.9K +192 +12%
NC
1899
NBW Capital
Massachusetts
$220K +$205K +1,802 New
AGWCA
1900
Annis Gardner Whiting Capital Advisors
Florida
$220K +$456 +4 +0.2%

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.