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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
RCG
1951
Regatta Capital Group
California
$203K +$190K +1,668 New
A
1952
Allianz
Germany
$203K
GAM
1953
Gould Asset Management
California
$203K +$190K +1,666 New
SHGA
1954
Sand Hill Global Advisors
California
$203K +$190K +1,666 New
NWAG
1955
Net Worth Advisory Group
Utah
$203K +$190K +1,664 New
SI
1956
Saxon Interests
Texas
$203K +$190K +1,664 New
AIM
1957
Advyzon Investment Management
Illinois
$203K +$189K +1,662 New
WA
1958
Whipplewood Advisors
Colorado
$202K -$11.5K -101 -6%
RPCA
1959
Running Point Capital Advisors
California
$202K +$189K +1,657 New
BIG
1960
Brookwood Investment Group
Arizona
$202K +$189K +1,656 New
HA
1961
Herold Advisors
New York
$202K +$189K +1,655 New
MCFP
1962
Mallini Complete Financial Planning
Florida
$202K
SW
1963
SkyOak Wealth
Michigan
$201K +$188K +1,652 New
BC
1964
Barrett & Company
Rhode Island
$201K
HIMS
1965
Hager Investment Management Services
New Hampshire
$201K -$14.9K -131 -7%
SHFA
1966
SC&H Financial Advisors
Maryland
$201K +$188K +1,650 New
YIA
1967
YHB Investment Advisors
Connecticut
$200K +$187K +1,643 New
BI
1968
Binnacle Investments
Iowa
$198K +$185K +1,625 New
CTB
1969
Country Trust Bank
Illinois
$198K -$23.9K -210 -11%
FUBT
1970
First United Bank & Trust
Maryland
$197K
AT
1971
Arlington Trust
Alabama
$195K
CCA
1972
Catalyst Capital Advisors
New York
$193K -$43K -377 -19%
ME
1973
McIlrath & Eck
Washington
$187K +$31.9K +280 +22%
SHF
1974
Safe Harbor Fiduciary
Florida
$185K
DMBA
1975
Deseret Mutual Benefit Administrators
Utah
$183K -$5.13K -45 -3%

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.