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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
ZF
1926
Zhang Financial
Michigan
$212K -$26.3K -231 -12%
SWA
1927
Strata Wealth Advisors
Texas
$212K +$198K +1,736 New
HWM
1928
Horizon Wealth Management
Illinois
$211K +$197K +1,731 New
HFS
1929
Hughes Financial Services
Virginia
$211K +$199K +1,742 New
SIA
1930
Strategic Investment Advisors
Michigan
$211K +$197K +1,726 New
OSNBOA
1931
Old Second National Bank of Aurora
Illinois
$211K -$11.4K -100 -5%
SFM
1932
Signet Financial Management
New Jersey
$210K +$196K +1,722 New
FW
1933
FullCircle Wealth
Texas
$210K -$35.1K -308 -15%
CPA
1934
Capital Performance Advisors
California
$210K +$196K +1,718 New
KCFA
1935
Key Client Fiduciary Advisors
New Jersey
$209K -$24.2K -212 -11%
IWA
1936
Inspirion Wealth Advisors
Illinois
$209K +$195K +1,711 New
EWP
1937
Elevation Wealth Partners
California
$208K
PWA
1938
Phoenix Wealth Advisors
North Carolina
$208K +$194K +1,702 New
1IA
1939
1834 Investment Advisors
Wisconsin
$207K +$194K +1,700 New
CAGAS
1940
Capital Advisory Group Advisory Services
Minnesota
$207K +$193K +1,694 New
MMA
1941
Miracle Mile Advisors
California
$207K +$193K +1,693 New
BOC
1942
Blue Oak Capital
California
$206K +$193K +1,692 New
WMWM
1943
Wilkins Miller Wealth Management
Alabama
$206K +$193K +1,690 New
ERIC
1944
Eagle Rock Investment Company
Georgia
$206K +$192K +1,685 New
RIA
1945
Richwood Investment Advisors
Ohio
$206K +$192K +1,685 New
WFMPM
1946
Woodley Farra Manion Portfolio Management
Indiana
$204K -$29.9K -262 -14%
WCM
1947
Wedge Capital Management
North Carolina
$204K +$191K +1,673 New
HFS
1948
Hantz Financial Services
Michigan
$204K +$190K +1,669 New
OFG
1949
Oxford Financial Group
Indiana
$204K +$191K +1,672 New
WAM
1950
Worth Asset Management
Texas
$204K +$191K +1,672 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.