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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
JJBC
1901
James J. Burns & Company
New York
$219K +$205K +1,796 New
LA
1902
Lifeworks Advisors
Michigan
$219K +$204K +1,794 New
JWM
1903
Jessup Wealth Management
Ohio
$219K +$204K +1,793 New
TWA
1904
TCI Wealth Advisors
Arizona
$218K -$28.5K -250 -12%
CWG
1905
Crown Wealth Group
North Carolina
$218K +$204K +1,788 New
AA
1906
Acorns Advisers
California
$218K +$203K +1,785 New
SC
1907
Stephens Consulting
Michigan
$218K -$5.93K -52 -3%
CRIG
1908
Charter Research & Investment Group
Connecticut
$217K +$203K +1,781 New
MWM
1909
Mattern Wealth Management
Kansas
$217K +$203K +1,780 New
SIAG
1910
Safeguard Investment Advisory Group
California
$217K +$203K +1,780 New
CFSG
1911
Clark Financial Services Group
Missouri
$216K +$202K +1,770 New
FAT
1912
First American Trust
California
$215K +$201K +1,766 New
FAG
1913
Fortitude Advisory Group
Washington
$215K +$204K +1,789 New
CWM
1914
Chesapeake Wealth Management
Virginia
$215K +$201K +1,763 New
Acadian Asset Management
1915
Acadian Asset Management
Massachusetts
$215K -$25.2K -221 -11%
BWM
1916
BCS Wealth Management
Tennessee
$215K +$201K +1,762 New
IAA
1917
Ironsides Asset Advisors
North Carolina
$215K -$90.6K -795 -31%
SA
1918
Sovran Advisors
California
$214K +$200K +1,757 New
CFP
1919
Curran Financial Partners
South Carolina
$214K -$34K -298 -15%
PBF
1920
Petix & Botte Financial
California
$214K +$200K +1,752 New
KG
1921
Kieckhefer Group
Wisconsin
$213K
CIA
1922
Compass Ion Advisors
Pennsylvania
$213K -$20.4K -179 -9%
SL
1923
Sentry LLC
Tennessee
$213K +$199K +1,745 New
SWA
1924
Sax Wealth Advisors
New Jersey
$213K +$199K +1,744 New
MIM
1925
Moseley Investment Management
Florida
$213K +$199K +1,743 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.